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 -$214K – 211
2013
Q4 		$214K 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 $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 22.9% 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

M&R Capital Management's WFM Position: Q3 2017 in Review

M&R Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 3,600 shares — an estimated $150K sold.

M&R Capital Management first reported a position in WFM in Q3 2013 and held it in 7 quarters. The position peaked at $222K in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • M&R Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • M&R Capital Management sold 3,600 Whole Foods Market Inc shares in Q3 2017, an estimated $150K.
  • M&R Capital Management first reported a position in Whole Foods Market Inc in Q3 2013 and held it in 7 quarters.
  • M&R Capital Management's Whole Foods Market Inc position peaked at $222K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on M&R Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.