JGC
WFM

J. Goldman & Co’s Whole Foods Market Inc WFM Stock Holding History

J. Goldman & Co’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
-16,000
Closed -$674K – 517
2017
Q2 		$674K Sell
16,000
-107,566
-87% -$3.92M 0.07% 232
2017
Q1 		$3.67M Buy
+123,566
New +$3.72M 0.35% 159
2016
Q4 		– Sell
-1,400
Closed -$40K – 501
2016
Q3 		$40K Sell
1,400
-174,014
-99% -$5.36M ﹤0.01% 293
2016
Q2 		$5.62M Buy
175,414
+146,414
+505% +$4.55M 0.6% 80
2016
Q1 		$902K Buy
+29,000
New +$908K 0.09% 230
2013
Q3 		– Sell
-80,000
Closed -$4.12M – 431
2013
Q2 		$4.12M Buy
+80,000
New +$3.86M 0.69% 73

Other funds holding WFM

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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