GI
WFM

Gradient Investments’s Whole Foods Market Inc WFM Stock Holding History

Gradient Investments’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
-3
Closed – – 840
2017
Q2 		$0 Buy
+3
New +$109 ﹤0.01% 956
2016
Q3 		– Sell
-300
Closed -$10K – 815
2016
Q2 		$10K Hold
300
– – ﹤0.01% 438
2016
Q1 		$9K Hold
300
– – ﹤0.01% 459
2015
Q4 		$10K Buy
+300
New +$9.54K ﹤0.01% 404
2015
Q1 		– Sell
-350
Closed -$18K – 721
2014
Q4 		$18K Buy
+350
New +$15.4K ﹤0.01% 308

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

Gradient Investments's WFM Position: Q3 2017 in Review

Gradient Investments sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 3 shares.

Gradient Investments first reported a position in WFM in Q4 2014 and held it in 5 quarters. The position peaked at $18K in Q4 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Gradient Investments reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 3 Whole Foods Market Inc shares in Q3 2017.
  • Gradient Investments first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 5 quarters.
  • Gradient Investments's Whole Foods Market Inc position peaked at $18K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.