JWA
WFM

JFS Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

JFS Wealth Advisors’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
-16,800
Closed -$707K – 468
2017
Q2 		$707K Sell
16,800
-6,000
-26% -$219K 0.19% 68
2017
Q1 		$701K Hold
22,800
– – 0.19% 77
2016
Q4 		$701K Sell
22,800
-10,246
-31% -$308K 0.19% 77
2016
Q3 		$937K Buy
33,046
+10,246
+45% +$315K 0.27% 68
2016
Q2 		$730K Hold
22,800
– – 0.2% 77
2016
Q1 		$709K Buy
22,800
+6,000
+36% +$188K 0.21% 71
2015
Q4 		$563K Buy
16,800
+6,400
+62% +$204K 0.16% 82
2015
Q3 		$329K Buy
10,400
+8,600
+478% +$304K 0.14% 79
2015
Q2 		$71K Buy
1,800
+400
+29% +$17.9K 0.04% 151
2015
Q1 		$73K Buy
1,400
+1,000
+250% +$53.6K 0.03% 149
2014
Q4 		$20K Hold
400
– – ﹤0.01% 290
2014
Q3 		$15K Hold
400
– – ﹤0.01% 298
2014
Q2 		$15K Buy
+400
New +$17.4K ﹤0.01% 288

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

JFS Wealth Advisors's WFM Position: Q3 2017 in Review

JFS Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 16,800 shares — an estimated $707K sold.

JFS Wealth Advisors first reported a position in WFM in Q2 2014 and held it in 13 quarters. The position peaked at $937K in Q3 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • JFS Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 16,800 Whole Foods Market Inc shares in Q3 2017, an estimated $707K.
  • JFS Wealth Advisors first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 13 quarters.
  • JFS Wealth Advisors's Whole Foods Market Inc position peaked at $937K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.