IDBONY
WFM

Israel Discount Bank of New York’s Whole Foods Market Inc WFM Stock Holding History

Israel Discount Bank of New York’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
-400
Closed -$17K – 445
2017
Q2 		$17K Hold
400
– – 0.01% 370
2017
Q1 		$12K Hold
400
– – 0.01% 396
2016
Q4 		$12K Buy
+400
New +$12K 0.01% 423

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

Israel Discount Bank of New York's WFM Position: Q3 2017 in Review

Israel Discount Bank of New York sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 400 shares — an estimated $17K sold.

Israel Discount Bank of New York first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $17K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Israel Discount Bank of New York reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 400 Whole Foods Market Inc shares in Q3 2017, an estimated $17K.
  • Israel Discount Bank of New York first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
  • Israel Discount Bank of New York's Whole Foods Market Inc position peaked at $17K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Israel Discount Bank of New York's 13F filing for Q3 2017, filed 13 Nov 2017.