GRP
WFM

Global Retirement Partners’s Whole Foods Market Inc WFM Stock Holding History

Global Retirement Partners’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
-601
Closed -$25K – 1276
2017
Q2 		$25K Buy
601
+150
+33% +$5.46K 0.01% 560
2017
Q1 		$13K Sell
451
-70
-13% -$2.11K 0.01% 679
2016
Q4 		$16K Buy
+521
New +$15.7K 0.01% 579

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 22.9% 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

Global Retirement Partners's WFM Position: Q3 2017 in Review

Global Retirement Partners sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 601 shares — an estimated $25K sold.

Global Retirement Partners first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $25K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Global Retirement Partners reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Global Retirement Partners sold 601 Whole Foods Market Inc shares in Q3 2017, an estimated $25K.
  • Global Retirement Partners first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
  • Global Retirement Partners's Whole Foods Market Inc position peaked at $25K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Global Retirement Partners's 13F filing for Q3 2017, filed 10 Aug 2018.