BWP
WFM

Baldwin Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

Baldwin Wealth Partners’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
-4,518
Closed -$190K – 514
2017
Q2 		$190K Buy
+4,518
New +$165K 0.03% 189
2017
Q1 		– Sell
-5,265
Closed -$162K – 554
2016
Q4 		$162K Buy
+5,265
New +$158K 0.03% 192
2016
Q3 		– Sell
-400
Closed -$13K – 579
2016
Q2 		$13K Sell
400
-11,460
-97% -$356K ﹤0.01% 379
2016
Q1 		$369K Buy
+11,860
New +$371K 0.07% 163
2014
Q2 		– Sell
-32,347
Closed -$1.64M – 261
2014
Q1 		$1.64M Sell
32,347
-15,007
-32% -$800K 0.26% 83
2013
Q4 		$2.74M Buy
47,354
+546
+1% +$32.4K 0.44% 61
2013
Q3 		$2.74M Sell
46,808
-841
-2% -$46.4K 0.5% 53
2013
Q2 		$2.45M Buy
+47,649
New +$2.3M 0.49% 61

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

Baldwin Wealth Partners's WFM Position: Q3 2017 in Review

Baldwin Wealth Partners sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 4,518 shares — an estimated $190K sold.

Baldwin Wealth Partners first reported a position in WFM in Q2 2013 and held it in 8 quarters. The position peaked at $2.74M in Q4 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Baldwin Wealth Partners reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4,518 Whole Foods Market Inc shares in Q3 2017, an estimated $190K.
  • Baldwin Wealth Partners first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 8 quarters.
  • Baldwin Wealth Partners's Whole Foods Market Inc position peaked at $2.74M in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Baldwin Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.