HA
WFM

Harfst & Associates’s Whole Foods Market Inc WFM Stock Holding History

Harfst & Associates’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
-754
Closed -$31K – 237
2017
Q2 		$31K Hold
754
– – 0.01% 155
2017
Q1 		$22K Buy
+754
New +$22.7K 0.01% 177
2016
Q1 		– Sell
-754
Closed -$25K – 281
2015
Q4 		$25K Hold
754
– – 0.01% 201
2015
Q3 		$24K Sell
754
-1,357
-64% -$48K 0.01% 196
2015
Q2 		$83K Buy
+2,111
New +$94.4K 0.05% 141

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

Harfst & Associates's WFM Position: Q3 2017 in Review

Harfst & Associates sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 754 shares — an estimated $31K sold.

Harfst & Associates first reported a position in WFM in Q2 2015 and held it in 5 quarters. The position peaked at $83K in Q2 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Harfst & Associates reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 754 Whole Foods Market Inc shares in Q3 2017, an estimated $31K.
  • Harfst & Associates first reported a position in Whole Foods Market Inc in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Whole Foods Market Inc position peaked at $83K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.