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 $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

Evercore Wealth Management's WFM Position: Q3 2017 in Review

Evercore Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,075 shares — an estimated $87K sold.

Evercore Wealth Management first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $586K in Q4 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Evercore Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,075 Whole Foods Market Inc shares in Q3 2017, an estimated $87K.
  • Evercore Wealth Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Evercore Wealth Management's Whole Foods Market Inc position peaked at $586K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.