EWM
WFM

Evercore Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Evercore Wealth 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
-2,075
Closed -$87K – 985
2017
Q2 		$87K Buy
2,075
+2,000
+2,667% +$72.8K ﹤0.01% 498
2017
Q1 		$2K Hold
75
– – ﹤0.01% 962
2016
Q4 		$2K Hold
75
– – ﹤0.01% 961
2016
Q3 		$2K Sell
75
-123
-62% -$3.79K ﹤0.01% 997
2016
Q2 		$6K Sell
198
-197
-50% -$6.13K ﹤0.01% 910
2016
Q1 		$12K Hold
395
– – ﹤0.01% 793
2015
Q4 		$14K Sell
395
-680
-63% -$21.6K ﹤0.01% 821
2015
Q3 		$34K Hold
1,075
– – ﹤0.01% 652
2015
Q2 		$42K Hold
1,075
– – ﹤0.01% 667
2015
Q1 		$56K Buy
1,075
+500
+87% +$26.8K ﹤0.01% 611
2014
Q4 		$29K Hold
575
– – ﹤0.01% 620
2014
Q3 		$22K Hold
575
– – ﹤0.01% 725
2014
Q2 		$22K Sell
575
-1,975
-77% -$86.1K ﹤0.01% 723
2014
Q1 		$129K Sell
2,550
-7,595
-75% -$405K 0.01% 437
2013
Q4 		$586K Buy
10,145
+9,523
+1,531% +$565K 0.03% 246
2013
Q3 		$35K Buy
622
+122
+24% +$6.74K ﹤0.01% 612
2013
Q2 		$26K Buy
+500
New +$24.1K ﹤0.01% 630

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return