Clean Yield Group
WFM

Clean Yield Group’s Whole Foods Market Inc WFM Stock Holding History

Clean Yield Group’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
-70,082
Closed -$2.95M – 135
2017
Q2 		$2.95M Sell
70,082
-20,131
-22% -$733K 1.23% 33
2017
Q1 		$2.68M Buy
90,213
+275
+0.3% +$8.28K 1.13% 33
2016
Q4 		$2.77M Sell
89,938
-1,150
-1% -$34.6K 1.25% 32
2016
Q3 		$2.58M Sell
91,088
-3,218
-3% -$99.1K 1.12% 33
2016
Q2 		$3.02M Sell
94,306
-60
-0.1% -$1.87K 1.3% 30
2016
Q1 		$2.89M Sell
94,366
-4,495
-5% -$141K 1.29% 28
2015
Q4 		$2.88M Sell
98,861
-22,415
-18% -$713K 1.42% 26
2015
Q3 		$3.66M Buy
121,276
+20,590
+20% +$728K 1.72% 14
2015
Q2 		$3.97M Buy
100,686
+57,871
+135% +$2.59M 1.82% 13
2015
Q1 		$2.23M Sell
42,815
-804
-2% -$43.1K 0.96% 40
2014
Q4 		$2.2M Sell
43,619
-300
-0.7% -$13.2K 0.99% 36
2014
Q3 		$1.67M Buy
43,919
+944
+2% +$36.1K 0.8% 48
2014
Q2 		$1.66M Buy
42,975
+565
+1% +$24.6K 0.82% 47
2014
Q1 		$2.15M Sell
42,410
-4,500
-10% -$240K 1.11% 32
2013
Q4 		$2.71M Sell
46,910
-150
-0.3% -$8.89K 1.45% 23
2013
Q3 		$2.75M Hold
47,060
– – 1.49% 23
2013
Q2 		$2.42M Buy
+47,060
New +$2.27M 1.39% 27

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Radnor Capital Management
Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return
BCM Advisors
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
NN Investment Partners Holdings
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.32% 1-Year Est. Return
Intellectus Partners
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

Clean Yield Group's WFM Position: Q3 2017 in Review

Clean Yield Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 70,082 shares — an estimated $2.95M sold.

Clean Yield Group first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $3.97M in Q2 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Clean Yield Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Clean Yield Group sold 70,082 Whole Foods Market Inc shares in Q3 2017, an estimated $2.95M.
  • Clean Yield Group first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Clean Yield Group's Whole Foods Market Inc position peaked at $3.97M in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Clean Yield Group's 13F filing for Q3 2017, filed 11 Oct 2017.