LNWWM
WFM

Laird Norton Wetherby Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Laird Norton Wetherby Wealth Management’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
-4,891
Closed -$206K – 655
2017
Q2 		$206K Buy
+4,891
New +$178K 0.04% 523
2015
Q2 		– Sell
-4,122
Closed -$214K – 516
2015
Q1 		$214K Buy
+4,122
New +$221K 0.05% 420
2014
Q2 		– Sell
-4,406
Closed -$224K – 452
2014
Q1 		$224K Sell
4,406
-140
-3% -$7.46K 0.06% 365
2013
Q4 		$263K Buy
4,546
+15
+0.3% +$889 0.08% 323
2013
Q3 		$265K Buy
4,531
+42
+0.9% +$2.32K 0.08% 307
2013
Q2 		$231K Buy
+4,489
New +$217K 0.08% 309

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 0.94% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WFM Position: Q3 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 4,891 shares — an estimated $206K sold.

Laird Norton Wetherby Wealth Management first reported a position in WFM in Q2 2013 and held it in 6 quarters. The position peaked at $265K in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,891 Whole Foods Market Inc shares in Q3 2017, an estimated $206K.
  • Laird Norton Wetherby Wealth Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 6 quarters.
  • Laird Norton Wetherby Wealth Management's Whole Foods Market Inc position peaked at $265K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.