LWCFA
WFM

Loring Wolcott & Coolidge Fiduciary Advisors’s Whole Foods Market Inc WFM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-265,445
Closed -$11.1M – 946
2017
Q2 		$11.1M Sell
265,445
-32,202
-11% -$1.17M 0.22% 69
2017
Q1 		$8.85M Sell
297,647
-3,740
-1% -$113K 0.18% 73
2016
Q4 		$9.27M Sell
301,387
-42,797
-12% -$1.29M 0.21% 70
2016
Q3 		$9.76M Sell
344,184
-9,691
-3% -$298K 0.22% 66
2016
Q2 		$11.3M Sell
353,875
-20,843
-6% -$648K 0.26% 65
2016
Q1 		$11.7M Buy
374,718
+2,745
+0.7% +$85.9K 0.27% 65
2015
Q4 		$12.5M Buy
371,973
+103,349
+38% +$3.29M 0.31% 62
2015
Q3 		$10.6M Hold
268,624
– – 0.27% 66
2015
Q2 		$10.6M Buy
268,624
+850
+0.3% +$38K 0.27% 66
2015
Q1 		$13.9M Buy
267,774
+1,480
+0.6% +$79.3K 0.35% 58
2014
Q4 		$13.4M Buy
266,294
+1,320
+0.5% +$58.2K 0.34% 59
2014
Q3 		$10.1M Buy
264,974
+16,520
+7% +$631K 0.27% 65
2014
Q2 		$9.6M Buy
248,454
+97,940
+65% +$4.27M 0.26% 64
2014
Q1 		$7.63M Buy
150,514
+8,322
+6% +$443K 0.21% 74
2013
Q4 		$8.22M Buy
142,192
+3,115
+2% +$185K 0.23% 71
2013
Q3 		$8.14M Buy
139,077
+8,705
+7% +$481K 0.25% 72
2013
Q2 		$6.71M Buy
+130,372
New +$6.29M 0.21% 87

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

Loring Wolcott & Coolidge Fiduciary Advisors's WFM Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 265,445 shares — an estimated $11.1M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $13.9M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 265,445 Whole Foods Market Inc shares in Q3 2017, an estimated $11.1M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Whole Foods Market Inc position peaked at $13.9M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.