MRCM
WFM

M&R Capital Management’s Whole Foods Market Inc WFM Stock Holding History

M&R Capital Management’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
-3,600
Closed -$150K – 581
2017
Q2 		$150K Hold
3,600
– – 0.04% 207
2017
Q1 		$106K Hold
3,600
– – 0.03% 227
2016
Q4 		$110K Hold
3,600
– – 0.03% 210
2016
Q3 		$102K Hold
3,600
– – 0.03% 214
2016
Q2 		$115K Buy
+3,600
New +$112K 0.03% 202
2014
Q1 		– Sell
-3,700
Closed -$214 – 211
2013
Q4 		$214 Sell
3,700
-88
-2% -$5.22K 0.06% 186
2013
Q3 		$222K Buy
+3,788
New +$209K 0.06% 180

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