BRWA
WFM

B. Riley Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-7,045
Closed -$217K – 580
2016
Q4 		$217K Buy
+7,045
New +$212K 0.04% 442
2015
Q3 		– Sell
-6,229
Closed -$246K – 620
2015
Q2 		$246K Sell
6,229
-5,497
-47% -$246K 0.06% 387
2015
Q1 		$611K Sell
11,726
-5,463
-32% -$293K 0.15% 177
2014
Q4 		$5.68M Buy
17,189
+10,067
+141% +$444K 0.12% 208
2014
Q3 		$310K Sell
7,122
-8,520
-54% -$325K 0.08% 351
2014
Q2 		$302K Buy
15,642
+12,267
+363% +$535K 0.07% 314
2014
Q1 		$171K Sell
3,375
-811
-19% -$43.2K 0.05% 437
2013
Q4 		$242K Buy
4,186
+273
+7% +$16.2K 0.08% 293
2013
Q3 		$229K Buy
3,913
+190
+5% +$10.5K 0.08% 291
2013
Q2 		$192K Buy
+3,723
New +$180K 0.07% 339

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Advisors's WFM Position: Q1 2017 in Review

B. Riley Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 7,045 shares — an estimated $217K sold.

B. Riley Wealth Advisors first reported a position in WFM in Q2 2013 and held it in 10 quarters. The position peaked at $5.68M in Q4 2014. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • B. Riley Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,045 Whole Foods Market Inc shares in Q1 2017, an estimated $217K.
  • B. Riley Wealth Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Whole Foods Market Inc position peaked at $5.68M in Q4 2014.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.