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 – 4369
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 – 4048
2015
Q4 		$219K Buy
+6,531
New +$208K 0.01% 797

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 $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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