BTW
WFM

Boston Trust Walden’s Whole Foods Market Inc WFM Stock Holding History

Boston Trust Walden’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
-263,103
Closed -$11.1M – 385
2017
Q2 		$11.1M Sell
263,103
-268
-0.1% -$9.76K 0.18% 162
2017
Q1 		$7.83M Buy
263,371
+7,376
+3% +$222K 0.12% 195
2016
Q4 		$7.87M Buy
255,995
+65,713
+35% +$1.98M 0.12% 194
2016
Q3 		$5.39M Buy
190,282
+9,844
+5% +$303K 0.09% 213
2016
Q2 		$5.78M Buy
180,438
+112,383
+165% +$3.49M 0.1% 212
2016
Q1 		$2.12M Buy
68,055
+1,225
+2% +$38.3K 0.04% 265
2015
Q4 		$2.24M Sell
66,830
-665
-1% -$21.1K 0.04% 253
2015
Q3 		$2.14M Buy
67,495
+5,175
+8% +$183K 0.04% 257
2015
Q2 		$2.46M Buy
62,320
+11,545
+23% +$516K 0.04% 246
2015
Q1 		$2.64M Buy
50,775
+2,016
+4% +$108K 0.04% 235
2014
Q4 		$2.46M Buy
48,759
+4,725
+11% +$208K 0.04% 236
2014
Q3 		$1.68M Buy
+44,034
New +$1.68M 0.03% 249

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

Boston Trust Walden's WFM Position: Q3 2017 in Review

Boston Trust Walden sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 263,103 shares — an estimated $11.1M sold.

Boston Trust Walden first reported a position in WFM in Q3 2014 and held it in 12 quarters. The position peaked at $11.1M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Boston Trust Walden reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Boston Trust Walden sold 263,103 Whole Foods Market Inc shares in Q3 2017, an estimated $11.1M.
  • Boston Trust Walden first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 12 quarters.
  • Boston Trust Walden's Whole Foods Market Inc position peaked at $11.1M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Boston Trust Walden's 13F filing for Q3 2017, filed 13 Oct 2017.