GCA
WFM

Gideon Capital Advisors’s Whole Foods Market Inc WFM Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-10,116
Closed -$312K – 568
2016
Q4 		$312K Buy
+10,116
New +$304K 0.2% 237

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JP
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Goldman Sachs
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Sands Capital Management
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Select Equity Group
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Neuberger Berman Group
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Parnassus Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gideon Capital Advisors's WFM Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 10,116 shares — an estimated $312K sold.

Gideon Capital Advisors first reported a position in WFM in Q4 2016 and held it in 1 quarter. The position peaked at $312K in Q4 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 10,116 Whole Foods Market Inc shares in Q1 2017, an estimated $312K.
  • Gideon Capital Advisors first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 1 quarter.
  • Gideon Capital Advisors's Whole Foods Market Inc position peaked at $312K in Q4 2016.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.