ECM
WFM

Everence Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Everence Capital 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
-12,890
Closed -$543K – 399
2017
Q2 		$543K Hold
12,890
– – 0.13% 208
2017
Q1 		$383K Buy
+12,890
New +$388K 0.1% 247
2016
Q4 		– Sell
-14,983
Closed -$425K – 354
2016
Q3 		$425K Hold
14,983
– – 0.13% 207
2016
Q2 		$480K Hold
14,983
– – 0.15% 202
2016
Q1 		$466K Hold
14,983
– – 0.14% 193
2015
Q4 		$502K Buy
14,983
+3,754
+33% +$119K 0.16% 175
2015
Q3 		$355K Hold
11,229
– – 0.12% 212
2015
Q2 		$443K Buy
11,229
+3,400
+43% +$152K 0.14% 197
2015
Q1 		$442K Hold
7,829
– – 0.15% 194
2014
Q4 		$395K Buy
+7,829
New +$345K 0.14% 204
2014
Q2 		– Sell
-4,929
Closed -$250K – 275
2014
Q1 		$250K Hold
4,929
– – 0.1% 235
2013
Q4 		$285K Sell
4,929
-2,483
-33% -$147K 0.11% 215
2013
Q3 		$434K Hold
7,412
– – 0.19% 155
2013
Q2 		$382K Buy
+7,412
New +$358K 0.17% 166

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

Everence Capital Management's WFM Position: Q3 2017 in Review

Everence Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 12,890 shares — an estimated $543K sold.

Everence Capital Management first reported a position in WFM in Q2 2013 and held it in 14 quarters. The position peaked at $543K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Everence Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Everence Capital Management sold 12,890 Whole Foods Market Inc shares in Q3 2017, an estimated $543K.
  • Everence Capital Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 14 quarters.
  • Everence Capital Management's Whole Foods Market Inc position peaked at $543K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Everence Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.