AssetMark Inc
WFM

AssetMark Inc’s Whole Foods Market Inc WFM Stock Holding History

AssetMark Inc’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-469
Closed -$20K – 1695
2017
Q2 		$20K Sell
469
-27
-5% -$983 ﹤0.01% 911
2017
Q1 		$15K Sell
496
-13
-3% -$391 ﹤0.01% 933
2016
Q4 		$16K Buy
509
+37
+8% +$1.11K ﹤0.01% 914
2016
Q3 		$13K Buy
472
+40
+9% +$1.23K ﹤0.01% 949
2016
Q2 		$14K Sell
432
-87
-17% -$2.71K ﹤0.01% 925
2016
Q1 		$16K Sell
519
-829
-61% -$25.9K ﹤0.01% 800
2015
Q4 		$45K Buy
+1,348
New +$42.9K ﹤0.01% 644

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return