Hefty Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

Hefty Wealth Partners’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 Q2	–	Sell	-31,280	Closed	-$929K	–	263
2017 Q1	$929K	Buy	+31,280	New	+$942K	0.68%	60

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hefty Wealth Partners's WFM Position: Q2 2017 in Review

Hefty Wealth Partners sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 31,280 shares — an estimated $929K sold.

Hefty Wealth Partners first reported a position in WFM in Q1 2017 and held it in 1 quarter. The position peaked at $929K in Q1 2017. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

Hefty Wealth Partners reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
Hefty Wealth Partners sold 31,280 Whole Foods Market Inc shares in Q2 2017, an estimated $929K.
Hefty Wealth Partners first reported a position in Whole Foods Market Inc in Q1 2017 and held it in 1 quarter.
Hefty Wealth Partners's Whole Foods Market Inc position peaked at $929K in Q1 2017.
617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.