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 0.08% 126
2016
Q3 		$6.74M Buy
24,179
+440
+2% +$13.5K 0.08% 126
2016
Q2 		$760K Buy
23,739
+151
+0.6% +$4.7K 0.1% 119
2016
Q1 		$734K Buy
+23,588
New +$738K 0.1% 110
2015
Q3 		– Sell
-23,333
Closed -$920K – 203
2015
Q2 		$920K Hold
23,333
– – 0.13% 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 0.15% 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 0.25% 67
2013
Q3 		$1.5M Buy
25,563
+244
+1% +$13.5K 0.29% 59
2013
Q2 		$1.3M Buy
+25,319
New +$1.22M 0.28% 62

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 $676M AUM 26.18% 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