LWA
WFM

Lowe Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Lowe Wealth 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
-130
Closed -$5K – 262
2017
Q2 		$5K Hold
130
– – ﹤0.01% 160
2017
Q1 		$4K Hold
130
– – ﹤0.01% 170
2016
Q4 		$4K Hold
130
– – ﹤0.01% 175
2016
Q3 		$4K Hold
130
– – ﹤0.01% 176
2016
Q2 		$4K Hold
130
– – ﹤0.01% 169
2016
Q1 		$4K Hold
130
– – ﹤0.01% 163
2015
Q4 		$4K Sell
130
-16
-11% -$509 ﹤0.01% 175
2015
Q3 		$5K Buy
146
+80
+121% +$2.83K ﹤0.01% 161
2015
Q2 		$3K Hold
66
– – ﹤0.01% 190
2015
Q1 		$3K Buy
66
+16
+32% +$857 ﹤0.01% 189
2014
Q4 		$3K Buy
+50
New +$2.2K ﹤0.01% 173

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 $676M AUM 26.18% 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