MWM
WFM

Mascoma Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Mascoma Wealth 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
-90
Closed -$4K – 431
2017
Q2 		$4K Sell
90
-22
-20% -$801 ﹤0.01% 346
2017
Q1 		$3K Hold
112
– – ﹤0.01% 330
2016
Q4 		$3K Buy
+112
New +$3.37K ﹤0.01% 331

Other funds holding WFM

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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

Mascoma Wealth Management's WFM Position: Q3 2017 in Review

Mascoma Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 90 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Mascoma Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 90 Whole Foods Market Inc shares in Q3 2017, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
  • Mascoma Wealth Management's Whole Foods Market Inc position peaked at $4K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Mascoma Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.