KWILP
WFM

Kiwi Wealth Investments Limited Partnership’s Whole Foods Market Inc WFM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-59,176
Closed -$2.49M – 166
2017
Q2 		$2.49M Sell
59,176
-32,655
-36% -$1.19M 0.23% 75
2017
Q1 		$2.73M Buy
+91,831
New +$2.76M 0.22% 91
2015
Q1 		– Sell
-69,604
Closed -$3.51M – 83
2014
Q4 		$3.51M Sell
69,604
-164,941
-70% -$7.27M 0.35% 59
2014
Q3 		$8.94M Sell
234,545
-163,624
-41% -$6.25M 0.84% 44
2014
Q2 		$15.4M Buy
+398,169
New +$17.4M 1.58% 30

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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WFM Position: Q3 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 59,176 shares — an estimated $2.49M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WFM in Q2 2014 and held it in 5 quarters. The position peaked at $15.4M in Q2 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 59,176 Whole Foods Market Inc shares in Q3 2017, an estimated $2.49M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's Whole Foods Market Inc position peaked at $15.4M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2017, filed 7 Nov 2017.