JMPWA
WFM

JP Morgan Private Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

JP Morgan Private 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
-10,185
Closed -$429K – 1305
2017
Q2 		$429K Sell
10,185
-47,320
-82% -$1.72M ﹤0.01% 885
2017
Q1 		$1.71M Sell
57,505
-31,493
-35% -$948K 0.01% 498
2016
Q4 		$2.74M Sell
88,998
-18,491
-17% -$556K 0.02% 381
2016
Q3 		$3.05M Sell
107,489
-19,141
-15% -$589K 0.03% 356
2016
Q2 		$4.05M Buy
126,630
+32,780
+35% +$1.02M 0.04% 301
2016
Q1 		$2.92M Buy
93,850
+43,095
+85% +$1.35M 0.03% 324
2015
Q4 		$1.7M Buy
50,755
+30,659
+153% +$975K 0.02% 408
2015
Q3 		$636K Sell
20,096
-434,409
-96% -$15.4M 0.01% 557
2015
Q2 		$17.9M Buy
454,505
+421,431
+1,274% +$18.8M 0.21% 126
2015
Q1 		$1.72M Sell
33,074
-384
-1% -$20.6K 0.02% 407
2014
Q4 		$1.69M Buy
33,458
+1,370
+4% +$60.4K 0.02% 413
2014
Q3 		$1.22M Buy
32,088
+10,541
+49% +$403K 0.02% 462
2014
Q2 		$832K Sell
21,547
-18,067
-46% -$787K 0.01% 446
2014
Q1 		$2.01M Sell
39,614
-4,498
-10% -$240K 0.04% 282
2013
Q4 		$2.55M Buy
44,112
+73
+0.2% +$4.33K 0.05% 231
2013
Q3 		$2.58M Buy
44,039
+7,973
+22% +$440K 0.06% 224
2013
Q2 		$1.86M Buy
+36,066
New +$1.74M 0.05% 250

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 22.9% 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

JP Morgan Private Wealth Advisors's WFM Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 10,185 shares — an estimated $429K sold.

JP Morgan Private Wealth Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $17.9M in Q2 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,185 Whole Foods Market Inc shares in Q3 2017, an estimated $429K.
  • JP Morgan Private Wealth Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Whole Foods Market Inc position peaked at $17.9M in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.