GC
WFM

Grimes & Company’s Whole Foods Market Inc WFM Stock Holding History

Grimes & Company’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
-155,247
Closed -$6.54M – 224
2017
Q2 		$6.54M Sell
155,247
-34,410
-18% -$1.25M 0.73% 44
2017
Q1 		$5.64M Buy
189,657
+56,320
+42% +$1.7M 0.62% 47
2016
Q4 		$4.1M Sell
133,337
-13,949
-9% -$420K 0.48% 62
2016
Q3 		$4.18M Buy
147,286
+523
+0.4% +$16.1K 0.56% 58
2016
Q2 		$4.7M Buy
146,763
+8,030
+6% +$250K 0.63% 42
2016
Q1 		$4.32M Sell
138,733
-6,100
-4% -$191K 0.56% 54
2015
Q4 		$4.85M Sell
144,833
-164
-0.1% -$5.21K 0.66% 42
2015
Q3 		$4.59M Buy
+144,997
New +$5.13M 0.59% 45

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

Grimes & Company's WFM Position: Q3 2017 in Review

Grimes & Company sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 155,247 shares — an estimated $6.54M sold.

Grimes & Company first reported a position in WFM in Q3 2015 and held it in 8 quarters. The position peaked at $6.54M in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Grimes & Company reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Grimes & Company sold 155,247 Whole Foods Market Inc shares in Q3 2017, an estimated $6.54M.
  • Grimes & Company first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 8 quarters.
  • Grimes & Company's Whole Foods Market Inc position peaked at $6.54M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Grimes & Company's 13F filing for Q3 2017, filed 3 Nov 2017.