Broadview Advisors’s Whole Foods Market Inc WFM Stock Holding History

Broadview Advisors’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	-5,950	Closed	-$251K	–	109
2017 Q2	$251K	Buy	+5,950	New	+$217K	0.04%	93
2016 Q4	–	Sell	-18,700	Closed	-$530K	–	111
2016 Q3	$530K	Buy	+18,700	New	+$576K	0.08%	93

Other funds holding WFM

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Broadview Advisors's WFM Position: Q3 2017 in Review

Broadview Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 5,950 shares — an estimated $251K sold.

Broadview Advisors first reported a position in WFM in Q3 2016 and held it in 2 quarters. The position peaked at $530K in Q3 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

Broadview Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
Broadview Advisors sold 5,950 Whole Foods Market Inc shares in Q3 2017, an estimated $251K.
Broadview Advisors first reported a position in Whole Foods Market Inc in Q3 2016 and held it in 2 quarters.
Broadview Advisors's Whole Foods Market Inc position peaked at $530K in Q3 2016.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Broadview Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.