CS
WFM

Credit Suisse’s Whole Foods Market Inc WFM Stock Holding History

Credit Suisse’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
Q1 		– Sell
-100,000
Closed -$3.08M – 4243
2016
Q4 		$3.08M Hold
100,000
– – ﹤0.01% 2075
2016
Q3 		$2.83M Sell
100,000
-173,800
-63% -$5.35M ﹤0.01% 2126
2016
Q2 		$8.77M Buy
+273,800
New +$8.51M 0.01% 1251
2014
Q1 		– Sell
-240,000
Closed -$13.9M – 4941
2013
Q4 		$13.9M Buy
+240,000
New +$14.2M 0.01% 1036

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

Credit Suisse's WFM Position: Q3 2017 in Review

Credit Suisse sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 736,097 shares — an estimated $31M sold.

Credit Suisse first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $96.4M in Q4 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Credit Suisse reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Credit Suisse sold 736,097 Whole Foods Market Inc shares in Q3 2017, an estimated $31M.
  • Credit Suisse first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Credit Suisse's Whole Foods Market Inc position peaked at $96.4M in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Credit Suisse's 13F filing for Q3 2017, filed 14 Nov 2017.