JNBA Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History

JNBA Financial 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 Q1	–	Sell	-28	Closed	-$1K	–	519
2016 Q4	$1K	Sell	28 -220	-89%	-$6.62K	﹤0.01%	470
2016 Q3	$7K	Buy	248 +120	+94%	+$3.69K	﹤0.01%	1157
2016 Q2	$4K	Hold	128	–	–	﹤0.01%	436
2016 Q1	$4K	Hold	128	–	–	﹤0.01%	450
2015 Q4	$4K	Hold	128	–	–	﹤0.01%	440
2015 Q3	$4K	Buy	128 +28	+28%	+$990	﹤0.01%	439
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	440
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	433
2014 Q4	$5K	Hold	100	–	–	﹤0.01%	430
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	473
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	427
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	387
2013 Q4	$6K	Hold	100	–	–	﹤0.01%	350
2013 Q3	$6K	Hold	100	–	–	﹤0.01%	346
2013 Q2	$5K	Buy	+100	New	+$4.83K	﹤0.01%	304

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JNBA Financial Advisors's WFM Position: Q1 2017 in Review

JNBA Financial Advisors sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 28 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in WFM in Q2 2013 and held it in 15 quarters. The position peaked at $7K in Q3 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

JNBA Financial Advisors reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
JNBA Financial Advisors sold 28 Whole Foods Market Inc shares in Q1 2017, an estimated $1K.
JNBA Financial Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 15 quarters.
JNBA Financial Advisors's Whole Foods Market Inc position peaked at $7K in Q3 2016.
587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on JNBA Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.