Creative Planning
WFM

Creative Planning’s Whole Foods Market Inc WFM Stock Holding History

Creative Planning’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
-18,836
Closed -$793K – 4540
2017
Q2 		$793K Sell
18,836
-8,949
-32% -$326K ﹤0.01% 796
2017
Q1 		$826K Buy
27,785
+5,225
+23% +$157K ﹤0.01% 742
2016
Q4 		$694K Sell
22,560
-6,273
-22% -$189K ﹤0.01% 779
2016
Q3 		$817K Buy
28,833
+5,566
+24% +$171K 0.01% 675
2016
Q2 		$745K Sell
23,267
-8,370
-26% -$260K 0.01% 605
2016
Q1 		$984K Sell
31,637
-7,592
-19% -$238K 0.01% 514
2015
Q4 		$1.31M Buy
39,229
+9,437
+32% +$300K 0.01% 422
2015
Q3 		$943K Buy
29,792
+1,699
+6% +$60.1K 0.01% 496
2015
Q2 		$1.11M Buy
28,093
+4,028
+17% +$180K 0.01% 441
2015
Q1 		$1.25M Sell
24,065
-2,288
-9% -$123K 0.01% 397
2014
Q4 		$1.33M Buy
26,353
+3,702
+16% +$163K 0.01% 362
2014
Q3 		$863K Sell
22,651
-1,587
-7% -$60.6K 0.01% 446
2014
Q2 		$936K Buy
24,238
+9,227
+61% +$402K 0.01% 408
2014
Q1 		$761K Buy
15,011
+2,289
+18% +$122K 0.01% 458
2013
Q4 		$736K Buy
12,722
+3,542
+39% +$210K 0.01% 394
2013
Q3 		$537K Buy
9,180
+1,439
+19% +$79.4K 0.01% 426
2013
Q2 		$398K Buy
+7,741
New +$373K 0.01% 463

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

Creative Planning's WFM Position: Q3 2017 in Review

Creative Planning sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 18,836 shares — an estimated $793K sold.

Creative Planning first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $1.33M in Q4 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Creative Planning reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 18,836 Whole Foods Market Inc shares in Q3 2017, an estimated $793K.
  • Creative Planning first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Whole Foods Market Inc position peaked at $1.33M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.