FMII
WFM

Farmers & Merchants Investments Inc’s Whole Foods Market Inc WFM Stock Holding History

Farmers & Merchants Investments Inc’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
-1,702
Closed -$72K – 896
2017
Q2 		$72K Sell
1,702
-8,723
-84% -$318K 0.01% 292
2017
Q1 		$310K Sell
10,425
-26,156
-72% -$787K 0.03% 208
2016
Q4 		$1.13M Sell
36,581
-618
-2% -$18.6K 0.1% 161
2016
Q3 		$1.05M Buy
37,199
+313
+0.8% +$9.63K 0.11% 154
2016
Q2 		$1.18M Sell
36,886
-368
-1% -$11.4K 0.13% 144
2016
Q1 		$1.16M Buy
37,254
+427
+1% +$13.4K 0.13% 144
2015
Q4 		$1.23M Sell
36,827
-574
-2% -$18.3K 0.15% 136
2015
Q3 		$1.18M Sell
37,401
-5,614
-13% -$198K 0.16% 134
2015
Q2 		$1.7M Sell
43,015
-250
-0.6% -$11.2K 0.22% 128
2015
Q1 		$2.25M Sell
43,265
-499
-1% -$26.7K 0.28% 106
2014
Q4 		$2.21M Buy
43,764
+5,571
+15% +$245K 0.28% 110
2014
Q3 		$1.46M Buy
38,193
+14,747
+63% +$563K 0.19% 132
2014
Q2 		$906K Buy
23,446
+2,978
+15% +$130K 0.12% 145
2014
Q1 		$1.04M Buy
20,468
+1,137
+6% +$60.6K 0.15% 140
2013
Q4 		$1.12M Sell
19,331
-307
-2% -$18.2K 0.16% 140
2013
Q3 		$1.15M Sell
19,638
-12,253
-38% -$676K 0.18% 134
2013
Q2 		$1.64M Buy
+31,891
New +$1.54M 0.25% 117

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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Farmers & Merchants Investments Inc's WFM Position: Q3 2017 in Review

Farmers & Merchants Investments Inc sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,702 shares — an estimated $72K sold.

Farmers & Merchants Investments Inc first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $2.25M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Farmers & Merchants Investments Inc reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,702 Whole Foods Market Inc shares in Q3 2017, an estimated $72K.
  • Farmers & Merchants Investments Inc first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Farmers & Merchants Investments Inc's Whole Foods Market Inc position peaked at $2.25M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2017, filed 19 Oct 2017.