Cambridge Investment Research Advisors
WFM

Cambridge Investment Research Advisors’s Whole Foods Market Inc WFM Stock Holding History

Cambridge Investment Research 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
-43,080
Closed -$1.81M – 2097
2017
Q2 		$1.81M Sell
43,080
-7,746
-15% -$282K 0.03% 558
2017
Q1 		$1.51M Sell
50,826
-3,367
-6% -$101K 0.03% 557
2016
Q4 		$1.67M Sell
54,193
-1,204
-2% -$36.2K 0.03% 490
2016
Q3 		$1.57M Buy
55,397
+2,479
+5% +$76.3K 0.03% 500
2016
Q2 		$1.69M Buy
52,918
+4,805
+10% +$149K 0.04% 419
2016
Q1 		$1.5M Sell
48,113
-3,715
-7% -$116K 0.03% 425
2015
Q4 		$1.74M Sell
51,828
-2,200
-4% -$70K 0.04% 384
2015
Q3 		$1.71M Buy
54,028
+12,025
+29% +$425K 0.05% 345
2015
Q2 		$1.66M Buy
42,003
+293
+0.7% +$13.1K 0.05% 357
2015
Q1 		$2.17M Buy
41,710
+1,082
+3% +$58K 0.06% 298
2014
Q4 		$2.05M Sell
40,628
-1,827
-4% -$80.5K 0.06% 291
2014
Q3 		$1.62M Sell
42,455
-422
-1% -$16.1K 0.05% 368
2014
Q2 		$1.66M Buy
42,877
+15,170
+55% +$661K 0.06% 318
2014
Q1 		$1.41M Sell
27,707
-4,496
-14% -$240K 0.05% 339
2013
Q4 		$1.86M Buy
32,203
+5,490
+21% +$325K 0.08% 254
2013
Q3 		$1.56M Sell
26,713
-2,267
-8% -$125K 0.07% 262
2013
Q2 		$1.49M Buy
+28,980
New +$1.4M 0.08% 239

Other funds holding WFM

DekaBank Deutsche Girozentrale
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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
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
IP
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

Cambridge Investment Research Advisors's WFM Position: Q3 2017 in Review

Cambridge Investment Research Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 43,080 shares — an estimated $1.81M sold.

Cambridge Investment Research Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $2.17M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Cambridge Investment Research Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 43,080 Whole Foods Market Inc shares in Q3 2017, an estimated $1.81M.
  • Cambridge Investment Research Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's Whole Foods Market Inc position peaked at $2.17M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2017, filed 7 Nov 2017.