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 – 1681
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 – 1119
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

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 22.9% 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

Financial Architects (New Jersey)'s WFM Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 300 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in WFM in Q2 2014 and held it in 9 quarters. The position peaked at $118K in Q2 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Whole Foods Market Inc shares in Q3 2017, an estimated $13K.
  • Financial Architects (New Jersey) first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s Whole Foods Market Inc position peaked at $118K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.