Baird Financial Group
WFM

Baird Financial Group’s Whole Foods Market Inc WFM Stock Holding History

Baird Financial Group’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
-294,991
Closed -$12.4M – 1287
2017
Q2 		$12.4M Sell
294,991
-455,491
-61% -$16.6M 0.1% 229
2017
Q1 		$22.3M Buy
750,482
+641,479
+588% +$19.3M 0.18% 156
2016
Q4 		$3.35M Buy
109,003
+218
+0.2% +$6.56K 0.03% 456
2016
Q3 		$3.08M Buy
108,785
+16,058
+17% +$494K 0.03% 470
2016
Q2 		$3.01M Buy
92,727
+13,829
+18% +$430K 0.03% 460
2016
Q1 		$2.46M Buy
78,898
+7,523
+11% +$235K 0.02% 495
2015
Q4 		$2.39M Buy
71,375
+57,004
+397% +$1.81M 0.02% 489
2015
Q3 		$455K Sell
14,371
-39,542
-73% -$1.4M ﹤0.01% 931
2015
Q2 		$2.13M Buy
+53,913
New +$2.41M 0.02% 542

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Baird Financial Group's WFM Position: Q3 2017 in Review

Baird Financial Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 294,991 shares — an estimated $12.4M sold.

Baird Financial Group first reported a position in WFM in Q2 2015 and held it in 9 quarters. The position peaked at $22.3M in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Baird Financial Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Baird Financial Group sold 294,991 Whole Foods Market Inc shares in Q3 2017, an estimated $12.4M.
  • Baird Financial Group first reported a position in Whole Foods Market Inc in Q2 2015 and held it in 9 quarters.
  • Baird Financial Group's Whole Foods Market Inc position peaked at $22.3M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Baird Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.