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
2015 Q1	–	Sell	-1,500	Closed	-$2K	–	4533
2014 Q4	$2K	Buy	+1,500	New	+$66.1K	﹤0.01%	3900
2014 Q3	–	Sell	-2,000	Closed	-$1K	–	4262
2014 Q2	$1K	Hold	2,000	–	–	﹤0.01%	3701
2014 Q1	$5K	Buy	+2,000	New	+$107K	﹤0.01%	3128

Other funds holding WFM

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

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.