IP
WFM

Intellectus Partners’s Whole Foods Market Inc WFM Stock Holding History

Intellectus 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
Q4 		– Sell
-100
Closed -$4K – 775
2017
Q3 		$4K Sell
100
-7,650
-99% -$320K ﹤0.01% 710
2017
Q2 		$328K Sell
7,750
-4,369
-36% -$159K 0.15% 155
2017
Q1 		$360K Sell
12,119
-1,570
-11% -$47.3K 0.18% 131
2016
Q4 		$421K Buy
+13,689
New +$412K 0.22% 121

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Intellectus Partners's WFM Position: Q4 2017 in Review

Intellectus Partners sold out of Whole Foods Market Inc (WFM) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Intellectus Partners first reported a position in WFM in Q4 2016 and held it in 4 quarters. The position peaked at $421K in Q4 2016. 1 fund tracked by Wall St. Rank holds WFM as of Q4 2017.

  • Intellectus Partners reported no remaining Whole Foods Market Inc position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 100 Whole Foods Market Inc shares in Q4 2017, an estimated $4K.
  • Intellectus Partners first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Whole Foods Market Inc position peaked at $421K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.