FANJ
WFM

Financial Architects (New Jersey)’s Whole Foods Market Inc WFM Stock Holding History

Financial Architects (New Jersey)’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
-300
Closed -$13K – 1696
2017
Q2 		$13K Sell
300
-650
-68% -$23.7K ﹤0.01% 1083
2017
Q1 		$28K Buy
950
+300
+46% +$9.03K 0.01% 847
2016
Q4 		$20K Hold
650
– – ﹤0.01% 848
2016
Q3 		$18K Buy
+650
New +$20K ﹤0.01% 870
2015
Q3 		– Sell
-1,596
Closed -$63K – 1143
2015
Q2 		$63K Buy
1,596
+19
+1% +$850 0.02% 396
2015
Q1 		$82K Sell
1,577
-132
-8% -$7.07K 0.03% 322
2014
Q4 		$86K Sell
1,709
-942
-36% -$41.5K 0.04% 276
2014
Q3 		$101K Sell
2,651
-399
-13% -$15.2K 0.05% 217
2014
Q2 		$118K Buy
+3,050
New +$133K 0.06% 201

Other funds holding WFM

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RCM
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BA
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Envestnet Asset Management
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NIPH
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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