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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
– Sell
-12,752
Closed -$502K – 944
2015
Q2
$502K Sell
12,752
-2,050
-14% -$91.7K 0.4% 50
2015
Q1
$770K Buy
14,802
+12,150
+458% +$651K 0.58% 34
2014
Q4
$133K Buy
2,652
+1,662
+168% +$73.2K 0.11% 221
2014
Q3
$37K Sell
990
-3,694
-79% -$141K 0.03% 475
2014
Q2
$180K Sell
4,684
-1,202
-20% -$52.4K 0.12% 241
2014
Q1
$298K Buy
+5,886
New +$314K 0.22% 121

Other funds holding WFM

B. Riley Wealth Management's WFM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2015, closing a stake of 12,752 shares — an estimated $502K sold.

B. Riley Wealth Management first reported a position in WFM in Q1 2014 and held it in 6 quarters. The position peaked at $770K in Q1 2015. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 12,752 Whole Foods Market Inc shares in Q3 2015, an estimated $502K.
  • B. Riley Wealth Management first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Whole Foods Market Inc position peaked at $770K in Q1 2015.
  • 657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.