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

Frontier Wealth 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 Q2	–	Sell	-32,350	Closed	-$961K	–	422
2017 Q1	$961K	Hold	32,350	–	–	0.15%	159
2016 Q4	$995K	Hold	32,350	–	–	0.16%	156
2016 Q3	$917K	Hold	32,350	–	–	0.14%	152
2016 Q2	$1.04M	Sell	32,350 -50	-0.2%	-$1.55K	0.17%	130
2016 Q1	$1.01M	Buy	32,400 +5,241	+19%	+$164K	0.08%	134
2015 Q4	$910K	Sell	27,159 -130	-0.5%	-$4.13K	0.15%	144
2015 Q3	$864K	Buy	27,289 +94	+0.3%	+$3.32K	0.14%	146
2015 Q2	$1.07M	Buy	27,195 +680	+3%	+$30.4K	0.17%	125
2015 Q1	$1.38M	Buy	+26,515	New	+$1.42M	0.22%	85

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Frontier Wealth Management's WFM Position: Q2 2017 in Review

Frontier Wealth Management sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 32,350 shares — an estimated $961K sold.

Frontier Wealth Management first reported a position in WFM in Q1 2015 and held it in 9 quarters. The position peaked at $1.38M in Q1 2015. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

Frontier Wealth Management reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
Frontier Wealth Management sold 32,350 Whole Foods Market Inc shares in Q2 2017, an estimated $961K.
Frontier Wealth Management first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 9 quarters.
Frontier Wealth Management's Whole Foods Market Inc position peaked at $1.38M in Q1 2015.
617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.