GWS
WFM

Glassman Wealth Services’s Whole Foods Market Inc WFM Stock Holding History

Glassman Wealth Services’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
2015
Q2 		– Sell
-100
Closed -$128K – 456
2015
Q1 		$128K Buy
100
+8
+9% +$429 0.1% 97
2014
Q4 		$110K Buy
+92
New +$4.05K 0.08% 114

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 22.96% 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

Glassman Wealth Services's WFM Position: Q3 2017 in Review

Glassman Wealth Services sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 4 shares.

Glassman Wealth Services first reported a position in WFM in Q4 2014 and held it in 9 quarters. The position peaked at $54K in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Glassman Wealth Services reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Whole Foods Market Inc shares in Q3 2017.
  • Glassman Wealth Services first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 9 quarters.
  • Glassman Wealth Services's Whole Foods Market Inc position peaked at $54K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Glassman Wealth Services's 13F filing for Q3 2017, filed 13 Nov 2017.