GWA
WFM

Guidant Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Guidant Wealth Advisors’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
-360
Closed -$15K – 248
2017
Q2 		$15K Hold
360
– – 0.01% 182
2017
Q1 		$10K Hold
360
– – 0.01% 176
2016
Q4 		$11K Hold
360
– – 0.01% 158
2016
Q3 		$10K Buy
+360
New +$11.1K 0.01% 164

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

Guidant Wealth Advisors's WFM Position: Q3 2017 in Review

Guidant Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 360 shares — an estimated $15K sold.

Guidant Wealth Advisors first reported a position in WFM in Q3 2016 and held it in 4 quarters. The position peaked at $15K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Guidant Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 360 Whole Foods Market Inc shares in Q3 2017, an estimated $15K.
  • Guidant Wealth Advisors first reported a position in Whole Foods Market Inc in Q3 2016 and held it in 4 quarters.
  • Guidant Wealth Advisors's Whole Foods Market Inc position peaked at $15K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Guidant Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.