FIM
WFM

Frontier Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Frontier Investment 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
-18,831
Closed -$793K – 246
2017
Q2 		$793K Buy
+18,831
New +$686K 0.07% 126
2017
Q1 		– Sell
-24,283
Closed -$747K – 226
2016
Q4 		$747K Buy
24,283
+104
+0.4% +$3.13K 0.07% 126
2016
Q3 		$674K Buy
24,179
+440
+2% +$13.5K 0.06% 126
2016
Q2 		$760K Buy
23,739
+151
+0.6% +$4.7K 0.09% 119
2016
Q1 		$734K Buy
+23,588
New +$738K 0.1% 110
2015
Q3 		– Sell
-23,333
Closed -$920K – 200
2015
Q2 		$920K Hold
23,333
– – 0.11% 102
2015
Q1 		$1.11M Buy
23,333
+111
+0.5% +$5.95K 0.16% 88
2014
Q4 		$1.17M Hold
23,222
– – 0.2% 75
2014
Q3 		$885K Buy
23,222
+150
+0.7% +$5.73K 0.14% 90
2014
Q2 		$891K Hold
23,072
– – 0.14% 84
2014
Q1 		$1.17M Buy
23,072
+965
+4% +$51.4K 0.21% 76
2013
Q4 		$1.28M Sell
22,107
-3,456
-14% -$205K 0.24% 67
2013
Q3 		$1.5M Buy
25,563
+244
+1% +$13.5K 0.27% 59
2013
Q2 		$1.3M Buy
+25,319
New +$1.22M 0.26% 62

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

Frontier Investment Management's WFM Position: Q3 2017 in Review

Frontier Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 18,831 shares — an estimated $793K sold.

Frontier Investment Management first reported a position in WFM in Q2 2013 and held it in 14 quarters. The position peaked at $1.5M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Frontier Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Frontier Investment Management sold 18,831 Whole Foods Market Inc shares in Q3 2017, an estimated $793K.
  • Frontier Investment Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 14 quarters.
  • Frontier Investment Management's Whole Foods Market Inc position peaked at $1.5M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Frontier Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.