HighTower Advisors
WFM

HighTower Advisors’s Whole Foods Market Inc WFM Stock Holding History

HighTower 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
-17,515
Closed -$736K – 2421
2017
Q2 		$736K Sell
17,515
-7,108
-29% -$259K 0.01% 1197
2017
Q1 		$730K Sell
24,623
-4,990
-17% -$150K 0.01% 1169
2016
Q4 		$911K Buy
29,613
+2,802
+10% +$84.3K 0.01% 1007
2016
Q3 		$760K Sell
26,811
-5,372
-17% -$165K 0.01% 1037
2016
Q2 		$1.03M Sell
32,183
-22,048
-41% -$686K 0.01% 873
2016
Q1 		$1.68M Sell
54,231
-5,581
-9% -$175K 0.01% 790
2015
Q4 		$2.01M Buy
59,812
+16,909
+39% +$538K 0.02% 640
2015
Q3 		$1.35M Buy
42,903
+3,348
+8% +$118K 0.02% 745
2015
Q2 		$1.56M Sell
39,555
-17,170
-30% -$768K 0.03% 615
2015
Q1 		$2.38M Sell
56,725
-12,824
-18% -$687K 0.04% 532
2014
Q4 		$3.51M Sell
69,549
-9,057
-12% -$399K 0.05% 387
2014
Q3 		$3M Buy
78,606
+56,740
+259% +$2.17M 0.05% 409
2014
Q2 		$860K Sell
21,866
-18,280
-46% -$797K 0.01% 872
2014
Q1 		$2.02M Buy
40,146
+10,998
+38% +$586K 0.04% 511
2013
Q4 		$1.69M Sell
29,148
-4,599
-14% -$273K 0.03% 530
2013
Q3 		$1.98M Sell
33,747
-5,438
-14% -$300K 0.05% 420
2013
Q2 		$2.02M Buy
+39,185
New +$1.89M 0.05% 392

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

HighTower Advisors's WFM Position: Q3 2017 in Review

HighTower Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 17,515 shares — an estimated $736K sold.

HighTower Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $3.51M in Q4 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • HighTower Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • HighTower Advisors sold 17,515 Whole Foods Market Inc shares in Q3 2017, an estimated $736K.
  • HighTower Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • HighTower Advisors's Whole Foods Market Inc position peaked at $3.51M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.