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 – 456
2017
Q2 		$674K Sell
16,000
-107,566
-87% -$3.92M 0.04% 232
2017
Q1 		$3.67M Buy
+123,566
New +$3.72M 0.18% 159
2016
Q4 		– Sell
-1,400
Closed -$40K – 446
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 0.29% 80
2016
Q1 		$902K Buy
+29,000
New +$908K 0.06% 230
2013
Q3 		– Sell
-80,000
Closed -$4.12M – 369
2013
Q2 		$4.12M Buy
+80,000
New +$3.86M 0.42% 73

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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

J. Goldman & Co's WFM Position: Q3 2017 in Review

J. Goldman & Co sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 16,000 shares — an estimated $674K sold.

J. Goldman & Co first reported a position in WFM in Q2 2013 and held it in 6 quarters. The position peaked at $5.62M in Q2 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • J. Goldman & Co reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • J. Goldman & Co sold 16,000 Whole Foods Market Inc shares in Q3 2017, an estimated $674K.
  • J. Goldman & Co first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 6 quarters.
  • J. Goldman & Co's Whole Foods Market Inc position peaked at $5.62M in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on J. Goldman & Co's 13F filing for Q3 2017, filed 14 Nov 2017.