IIM
WFM

Ironwood Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Ironwood Investment 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
-10,866
Closed -$458K – 167
2017
Q2 		$458K Sell
10,866
-146
-1% -$5.32K 0.33% 109
2017
Q1 		$327K Hold
11,012
– – 0.24% 135
2016
Q4 		$339K Sell
11,012
-40
-0.4% -$1.2K 0.25% 129
2016
Q3 		$313K Hold
11,052
– – 0.24% 133
2016
Q2 		$354K Buy
11,052
+30
+0.3% +$933 0.27% 121
2016
Q1 		$343K Sell
11,022
-20
-0.2% -$626 0.22% 126
2015
Q4 		$370K Hold
11,042
– – 0.15% 128
2015
Q3 		$349K Sell
11,042
-20
-0.2% -$707 0.13% 133
2015
Q2 		$436K Sell
11,062
-490
-4% -$21.9K 0.1% 124
2015
Q1 		$602K Sell
11,552
-41
-0.4% -$2.2K 0.11% 122
2014
Q4 		$585K Hold
11,593
– – 0.11% 126
2014
Q3 		$442K Hold
11,593
– – 0.08% 130
2014
Q2 		$448K Buy
11,593
+55
+0.5% +$2.4K 0.07% 137
2014
Q1 		$585K Sell
11,538
-30
-0.3% -$1.6K 0.08% 123
2013
Q4 		$669K Sell
11,568
-70
-0.6% -$4.15K 0.09% 120
2013
Q3 		$681K Sell
11,638
-10
-0.1% -$552 0.11% 114
2013
Q2 		$600K Buy
+11,648
New +$562K 0.11% 116

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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Ironwood Investment Management's WFM Position: Q3 2017 in Review

Ironwood Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 10,866 shares — an estimated $458K sold.

Ironwood Investment Management first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $681K in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Ironwood Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Ironwood Investment Management sold 10,866 Whole Foods Market Inc shares in Q3 2017, an estimated $458K.
  • Ironwood Investment Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Ironwood Investment Management's Whole Foods Market Inc position peaked at $681K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Ironwood Investment Management's 13F filing for Q3 2017, filed 1 Nov 2017.