BWA
WFM

Burt Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Burt Wealth 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
-400
Closed -$17K – 434
2017
Q2 		$17K Hold
400
– – 0.01% 263
2017
Q1 		$12K Sell
400
-725
-64% -$21.8K 0.01% 253
2016
Q4 		$35K Buy
1,125
+700
+165% +$21.1K 0.03% 194
2016
Q3 		$12K Hold
425
– – 0.01% 256
2016
Q2 		$13K Hold
425
– – 0.01% 254
2016
Q1 		$13K Hold
425
– – 0.01% 301
2015
Q4 		$14K Hold
425
– – 0.01% 246
2015
Q3 		$13K Hold
425
– – 0.02% 227
2015
Q2 		$17K Hold
425
– – 0.02% 226
2015
Q1 		$22K Hold
425
– – 0.02% 185
2014
Q4 		$21K Buy
+425
New +$18.7K 0.02% 190

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

Burt Wealth Advisors's WFM Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 400 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in WFM in Q4 2014 and held it in 11 quarters. The position peaked at $35K in Q4 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 400 Whole Foods Market Inc shares in Q3 2017, an estimated $17K.
  • Burt Wealth Advisors first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 11 quarters.
  • Burt Wealth Advisors's Whole Foods Market Inc position peaked at $35K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.