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 $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

Lowe Wealth Advisors's WFM Position: Q3 2017 in Review

Lowe Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 130 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in WFM in Q4 2014 and held it in 11 quarters. The position peaked at $5K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Lowe Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Lowe Wealth Advisors sold 130 Whole Foods Market Inc shares in Q3 2017, an estimated $5K.
  • Lowe Wealth Advisors first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 11 quarters.
  • Lowe Wealth Advisors's Whole Foods Market Inc position peaked at $5K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Lowe Wealth Advisors's 13F filing for Q3 2017, filed 5 Oct 2017.