MHIM
WFM

MacNealy Hoover Investment Management’s Whole Foods Market Inc WFM Stock Holding History

MacNealy Hoover Investment 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
-18,450
Closed -$777K – 77
2017
Q2 		$777K Sell
18,450
-700
-4% -$25.5K 0.59% 51
2017
Q1 		$569K Sell
19,150
-9,700
-34% -$292K 0.43% 54
2016
Q4 		$887K Sell
28,850
-4,875
-14% -$147K 0.68% 50
2016
Q3 		$956K Sell
33,725
-750
-2% -$23.1K 0.77% 52
2016
Q2 		$1.1M Buy
34,475
+300
+0.9% +$9.33K 0.89% 45
2016
Q1 		$1.06M Buy
34,175
+500
+1% +$15.6K 0.86% 46
2015
Q4 		$1.13M Buy
33,675
+100
+0.3% +$3.18K 0.95% 39
2015
Q3 		$1.06M Buy
33,575
+150
+0.4% +$5.3K 0.96% 40
2015
Q2 		$1.32M Buy
33,425
+100
+0.3% +$4.47K 1.08% 37
2015
Q1 		$1.74M Sell
33,325
-400
-1% -$21.4K 1.51% 24
2014
Q4 		$1.7M Sell
33,725
-950
-3% -$41.9K 1.45% 26
2014
Q3 		$1.32M Buy
34,675
+24,650
+246% +$942K 1.16% 35
2014
Q2 		$387K Buy
10,025
+1,200
+14% +$52.3K 0.34% 70
2014
Q1 		$448K Sell
8,825
-2,775
-24% -$148K 0.4% 65
2013
Q4 		$671K Buy
+11,600
New +$688K 0.62% 53

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 $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

MacNealy Hoover Investment Management's WFM Position: Q3 2017 in Review

MacNealy Hoover Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 18,450 shares — an estimated $777K sold.

MacNealy Hoover Investment Management first reported a position in WFM in Q4 2013 and held it in 15 quarters. The position peaked at $1.74M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • MacNealy Hoover Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • MacNealy Hoover Investment Management sold 18,450 Whole Foods Market Inc shares in Q3 2017, an estimated $777K.
  • MacNealy Hoover Investment Management first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 15 quarters.
  • MacNealy Hoover Investment Management's Whole Foods Market Inc position peaked at $1.74M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2017, filed 10 Oct 2017.