LOAMS
WFM

Lombard Odier Asset Management (Switzerland)’s Whole Foods Market Inc WFM Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
-53,777
Closed -$2.27M – 402
2017
Q2 		$2.27M Buy
+53,777
New +$1.96M 0.26% 80
2016
Q2 		– Sell
-42,374
Closed -$1.32M – 466
2016
Q1 		$1.32M Buy
42,374
+39,356
+1,304% +$1.23M 0.16% 105
2015
Q4 		$102K Buy
+3,018
New +$96K 0.01% 365
2015
Q3 		– Sell
-15,417
Closed -$608K – 436
2015
Q2 		$608K Hold
15,417
– – 0.05% 266
2015
Q1 		$808K Buy
+15,417
New +$826K 0.09% 208
2014
Q4 		– Sell
-218,318
Closed -$8.33M – 792
2014
Q3 		$8.33M Buy
218,318
+215,300
+7,134% +$8.22M 0.21% 124
2014
Q2 		$116K Buy
+3,018
New +$132K 0.01% 486

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 $514M AUM 20.96% 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

Lombard Odier Asset Management (Switzerland)'s WFM Position: Q3 2017 in Review

Lombard Odier Asset Management (Switzerland) sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 53,777 shares — an estimated $2.27M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WFM in Q2 2014 and held it in 7 quarters. The position peaked at $8.33M in Q3 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 53,777 Whole Foods Market Inc shares in Q3 2017, an estimated $2.27M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 7 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Whole Foods Market Inc position peaked at $8.33M in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2017, filed 14 Nov 2017.