GD
WFM

Grandfield & Dodd’s Whole Foods Market Inc WFM Stock Holding History

Grandfield & Dodd’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
-7,493
Closed -$316K – 187
2017
Q2 		$316K Sell
7,493
-500
-6% -$18.2K 0.04% 157
2017
Q1 		$238K Sell
7,993
-800
-9% -$24.1K 0.03% 171
2016
Q4 		$270K Hold
8,793
– – 0.04% 164
2016
Q3 		$249K Sell
8,793
-1,400
-14% -$43.1K 0.03% 165
2016
Q2 		$326K Hold
10,193
– – 0.05% 143
2016
Q1 		$317K Hold
10,193
– – 0.05% 141
2015
Q4 		$341K Sell
10,193
-1,000
-9% -$31.8K 0.05% 134
2015
Q3 		$354K Hold
11,193
– – 0.06% 127
2015
Q2 		$441K Buy
11,193
+1,187
+12% +$53.1K 0.07% 119
2015
Q1 		$521K Sell
10,006
-1,000
-9% -$53.6K 0.08% 109
2014
Q4 		$555K Sell
11,006
-100
-0.9% -$4.41K 0.09% 105
2014
Q3 		$423K Buy
11,106
+100
+0.9% +$3.82K 0.07% 118
2014
Q2 		$425K Sell
11,006
-300
-3% -$13.1K 0.06% 133
2014
Q1 		$573K Hold
11,306
– – 0.09% 112
2013
Q4 		$654K Hold
11,306
– – 0.11% 104
2013
Q3 		$661K Sell
11,306
-110
-1% -$6.07K 0.12% 104
2013
Q2 		$588K Buy
+11,416
New +$551K 0.11% 108

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return