FPFS
WFM

First Personal Financial Services’s Whole Foods Market Inc WFM Stock Holding History

First Personal Financial Services’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
-85,113
Closed -$3.58M – 893
2017
Q2 		$3.58M Sell
85,113
-1,034
-1% -$37.7K 0.79% 46
2017
Q1 		$2.56M Buy
86,147
+29,972
+53% +$902K 0.61% 60
2016
Q4 		$1.73M Buy
56,175
+5,151
+10% +$155K 0.46% 67
2016
Q3 		$1.45M Buy
+51,024
New +$1.57M 0.42% 71
2016
Q2 		– Sell
-20
Closed -$1K – 842
2016
Q1 		$1K Hold
20
– – ﹤0.01% 312
2015
Q4 		$1K Hold
20
– – ﹤0.01% 385
2015
Q3 		$1K Hold
20
– – ﹤0.01% 465
2015
Q2 		$1K Hold
20
– – ﹤0.01% 461
2015
Q1 		$2K Hold
20
– – ﹤0.01% 485
2014
Q4 		$1K Buy
+20
New +$881 ﹤0.01% 459

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 0.94% 1-Year Est. Return

First Personal Financial Services's WFM Position: Q3 2017 in Review

First Personal Financial Services sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 85,113 shares — an estimated $3.58M sold.

First Personal Financial Services first reported a position in WFM in Q4 2014 and held it in 10 quarters. The position peaked at $3.58M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • First Personal Financial Services reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 85,113 Whole Foods Market Inc shares in Q3 2017, an estimated $3.58M.
  • First Personal Financial Services first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 10 quarters.
  • First Personal Financial Services's Whole Foods Market Inc position peaked at $3.58M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.