FWM
WFM

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

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State Street
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Sands Capital Management
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Goldman Sachs
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PRCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM