HIIFS
WFM

Harel Insurance Investments & Financial Services’s Whole Foods Market Inc WFM Stock Holding History

Harel Insurance Investments & Financial Services’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
-577
Closed -$24K – 450
2017
Q2 		$24K Hold
577
– – ﹤0.01% 335
2017
Q1 		$17K Buy
+577
New +$17.4K ﹤0.01% 343
2016
Q3 		– Sell
-780
Closed -$25K – 713
2016
Q2 		$25K Buy
+780
New +$24.3K ﹤0.01% 435

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 $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 22.94% 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

Harel Insurance Investments & Financial Services's WFM Position: Q3 2017 in Review

Harel Insurance Investments & Financial Services sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 577 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in WFM in Q2 2016 and held it in 3 quarters. The position peaked at $25K in Q2 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Harel Insurance Investments & Financial Services reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 577 Whole Foods Market Inc shares in Q3 2017, an estimated $24K.
  • Harel Insurance Investments & Financial Services first reported a position in Whole Foods Market Inc in Q2 2016 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Whole Foods Market Inc position peaked at $25K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.