BFEC
WFM

Benjamin F. Edwards & Company’s Whole Foods Market Inc WFM Stock Holding History

Benjamin F. Edwards & Company’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
-12,213
Closed -$514K – 1620
2017
Q2 		$514K Sell
12,213
-574
-4% -$20.9K 0.07% 270
2017
Q1 		$380K Sell
12,787
-3,942
-24% -$119K 0.06% 305
2016
Q4 		$515K Buy
16,729
+6,717
+67% +$202K 0.08% 239
2016
Q3 		$284K Buy
10,012
+397
+4% +$12.2K 0.05% 295
2016
Q2 		$308K Sell
9,615
-61
-0.6% -$1.9K 0.06% 265
2016
Q1 		$301K Sell
9,676
-1,009
-9% -$31.6K 0.06% 258
2015
Q4 		$358K Buy
10,685
+101
+1% +$3.21K 0.08% 230
2015
Q3 		$335K Sell
10,584
-15,280
-59% -$540K 0.07% 240
2015
Q2 		$1.02M Sell
25,864
-277
-1% -$12.4K 0.2% 109
2015
Q1 		$1.36M Sell
26,141
-5,030
-16% -$270K 0.29% 79
2014
Q4 		$1.57M Sell
31,171
-1,730
-5% -$76.2K 0.36% 61
2014
Q3 		$1.25M Buy
32,901
+22,384
+213% +$855K 0.31% 68
2014
Q2 		$406K Sell
10,517
-9,865
-48% -$430K 0.1% 197
2014
Q1 		$1.03M Buy
20,382
+525
+3% +$28K 0.28% 77
2013
Q4 		$1.15M Buy
19,857
+19
+0.1% +$1.13K 0.39% 61
2013
Q3 		$1.16M Sell
19,838
-765
-4% -$42.2K 0.43% 55
2013
Q2 		$1.06M Buy
+20,603
New +$994K 0.43% 52

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 22.9% 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

Benjamin F. Edwards & Company's WFM Position: Q3 2017 in Review

Benjamin F. Edwards & Company sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 12,213 shares — an estimated $514K sold.

Benjamin F. Edwards & Company first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $1.57M in Q4 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Benjamin F. Edwards & Company reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 12,213 Whole Foods Market Inc shares in Q3 2017, an estimated $514K.
  • Benjamin F. Edwards & Company first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's Whole Foods Market Inc position peaked at $1.57M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2017, filed 24 Oct 2017.