IA
WFM

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

IFP 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
-16,113
Closed -$679K – 4365
2017
Q2 		$679K Sell
16,113
-1,434
-8% -$52.2K 0.03% 554
2017
Q1 		$522K Buy
17,547
+6,044
+53% +$182K 0.02% 659
2016
Q4 		$354K Buy
11,503
+2,896
+34% +$87.1K 0.02% 784
2016
Q3 		$244K Buy
8,607
+4,091
+91% +$126K 0.01% 903
2016
Q2 		$145K Buy
+4,516
New +$140K 0.01% 1142
2016
Q1 		– Sell
-6,531
Closed -$219K – 4043
2015
Q4 		$219K Buy
+6,531
New +$208K 0.01% 797

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

IFP Advisors's WFM Position: Q3 2017 in Review

IFP Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 16,113 shares — an estimated $679K sold.

IFP Advisors first reported a position in WFM in Q4 2015 and held it in 6 quarters. The position peaked at $679K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • IFP Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 16,113 Whole Foods Market Inc shares in Q3 2017, an estimated $679K.
  • IFP Advisors first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Whole Foods Market Inc position peaked at $679K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.