CIM
WFM

CIM Investment Management’s Whole Foods Market Inc WFM Stock Holding History

CIM Investment Management’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
-19,625
Closed -$826K – 375
2017
Q2 		$826K Sell
19,625
-334
-2% -$12.2K 0.29% 74
2017
Q1 		$593K Sell
19,959
-2,001
-9% -$60.2K 0.2% 128
2016
Q4 		$675K Buy
21,960
+270
+1% +$8.12K 0.25% 103
2016
Q3 		$615K Sell
21,690
-1,810
-8% -$55.7K 0.23% 109
2016
Q2 		$752K Sell
23,500
-1,080
-4% -$33.6K 0.31% 88
2016
Q1 		$765K Sell
24,580
-3,077
-11% -$96.3K 0.33% 89
2015
Q4 		$927K Hold
27,657
– – 0.42% 78
2015
Q3 		$875K Hold
27,657
– – 0.42% 80
2015
Q2 		$1.09M Buy
+27,657
New +$1.24M 0.48% 63
2014
Q4 		– Sell
-37,419
Closed -$1.43M – 263
2014
Q3 		$1.43M Buy
+37,419
New +$1.43M 0.73% 33

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

CIM Investment Management's WFM Position: Q3 2017 in Review

CIM Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 19,625 shares — an estimated $826K sold.

CIM Investment Management first reported a position in WFM in Q3 2014 and held it in 10 quarters. The position peaked at $1.43M in Q3 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • CIM Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • CIM Investment Management sold 19,625 Whole Foods Market Inc shares in Q3 2017, an estimated $826K.
  • CIM Investment Management first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 10 quarters.
  • CIM Investment Management's Whole Foods Market Inc position peaked at $1.43M in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on CIM Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.