LJHT
WFM

Laurie J. Hall Trustee’s Whole Foods Market Inc WFM Stock Holding History

Laurie J. Hall Trustee’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
-2,475
Closed -$104K – 306
2017
Q2 		$104K Hold
2,475
– – 0.07% 124
2017
Q1 		$74.9K Hold
2,475
– – 0.05% 137
2016
Q4 		$76K Buy
+2,475
New +$74.5K 0.05% 138
2016
Q2 		$83K Hold
2,475
– – 0.05% 131
2016
Q1 		$74K Hold
2,475
– – 0.05% 138
2015
Q4 		$76K Buy
+2,475
New +$78.7K 0.05% 122

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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Laurie J. Hall Trustee's WFM Position: Q3 2017 in Review

Laurie J. Hall Trustee sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,475 shares — an estimated $104K sold.

Laurie J. Hall Trustee first reported a position in WFM in Q4 2015 and held it in 6 quarters. The position peaked at $104K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Laurie J. Hall Trustee reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 2,475 Whole Foods Market Inc shares in Q3 2017, an estimated $104K.
  • Laurie J. Hall Trustee first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 6 quarters.
  • Laurie J. Hall Trustee's Whole Foods Market Inc position peaked at $104K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2017, filed 2 Oct 2017.