IHT Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

IHT Wealth Management’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	-424	Closed	-$39K	–	1586
2017 Q2	$39K	Buy	424 +14	+3%	+$510	0.02%	579
2017 Q1	$12K	Sell	410 -261	-39%	-$7.86K	0.01%	799
2016 Q4	$21K	Buy	+671	New	+$20.2K	0.02%	629

Other funds holding WFM

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

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

IHT Wealth Management's WFM Position: Q3 2017 in Review

IHT Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 424 shares — an estimated $39K sold.

IHT Wealth Management first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $39K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

IHT Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
IHT Wealth Management sold 424 Whole Foods Market Inc shares in Q3 2017, an estimated $39K.
IHT Wealth Management first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
IHT Wealth Management's Whole Foods Market Inc position peaked at $39K in Q2 2017.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.