KIA
WFM

KCM Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

KCM Investment 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
Q2 		– Sell
-105,199
Closed -$3.13M – 552
2017
Q1 		$3.13M Sell
105,199
-9,523
-8% -$287K 0.2% 126
2016
Q4 		$3.53M Sell
114,722
-11,675
-9% -$351K 0.24% 112
2016
Q3 		$3.58M Sell
126,397
-2,898
-2% -$89.2K 0.25% 105
2016
Q2 		$4.14M Sell
129,295
-1,898
-1% -$59K 0.29% 98
2016
Q1 		$4.08M Sell
131,193
-4,546
-3% -$142K 0.3% 95
2015
Q4 		$4.55M Sell
135,739
-4,571
-3% -$145K 0.36% 84
2015
Q3 		$4.44M Sell
140,310
-1,524
-1% -$53.9K 0.37% 83
2015
Q2 		$5.59M Buy
141,834
+4,280
+3% +$191K 0.44% 61
2015
Q1 		$7.16M Buy
137,554
+6,350
+5% +$340K 0.57% 46
2014
Q4 		$6.62M Buy
131,204
+9,951
+8% +$438K 0.56% 47
2014
Q3 		$4.62M Buy
121,253
+11,099
+10% +$424K 0.42% 68
2014
Q2 		$4.25M Buy
110,154
+6,675
+6% +$291K 0.4% 70
2014
Q1 		$5.25M Buy
103,479
+3,720
+4% +$198K 0.54% 47
2013
Q4 		$5.77M Buy
99,759
+10,923
+12% +$648K 0.63% 34
2013
Q3 		$5.2M Buy
88,836
+6,064
+7% +$335K 0.62% 37
2013
Q2 		$4.26M Buy
+82,772
New +$3.99M 0.52% 50

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KCM Investment Advisors's WFM Position: Q2 2017 in Review

KCM Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 105,199 shares — an estimated $3.13M sold.

KCM Investment Advisors first reported a position in WFM in Q2 2013 and held it in 16 quarters. The position peaked at $7.16M in Q1 2015. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

  • KCM Investment Advisors reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 105,199 Whole Foods Market Inc shares in Q2 2017, an estimated $3.13M.
  • KCM Investment Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 16 quarters.
  • KCM Investment Advisors's Whole Foods Market Inc position peaked at $7.16M in Q1 2015.
  • 617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on KCM Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.