MHC
WFM

Meyer Handelman Company’s Whole Foods Market Inc WFM Stock Holding History

Meyer Handelman Company’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
-41,500
Closed -$1.75M – 197
2017
Q2 		$1.75M Hold
41,500
– – 0.07% 125
2017
Q1 		$1.23M Buy
41,500
+3,400
+9% +$102K 0.05% 130
2016
Q4 		$1.17M Sell
38,100
-4,000
-10% -$120K 0.05% 130
2016
Q3 		$1.19M Sell
42,100
-350
-0.8% -$10.8K 0.05% 129
2016
Q2 		$1.36M Sell
42,450
-2,950
-6% -$91.7K 0.06% 124
2016
Q1 		$1.41M Buy
45,400
+1,000
+2% +$31.3K 0.07% 128
2015
Q4 		$1.49M Buy
44,400
+2,000
+5% +$63.6K 0.07% 128
2015
Q3 		$1.34M Buy
42,400
+1,800
+4% +$63.6K 0.07% 128
2015
Q2 		$1.6M Hold
40,600
– – 0.07% 125
2015
Q1 		$2.11M Hold
40,600
– – 0.1% 118
2014
Q4 		$2.05M Buy
40,600
+1,000
+3% +$44.1K 0.09% 117
2014
Q3 		$1.51M Buy
+39,600
New +$1.51M 0.07% 122

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

Meyer Handelman Company's WFM Position: Q3 2017 in Review

Meyer Handelman Company sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 41,500 shares — an estimated $1.75M sold.

Meyer Handelman Company first reported a position in WFM in Q3 2014 and held it in 12 quarters. The position peaked at $2.11M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Meyer Handelman Company reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Meyer Handelman Company sold 41,500 Whole Foods Market Inc shares in Q3 2017, an estimated $1.75M.
  • Meyer Handelman Company first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 12 quarters.
  • Meyer Handelman Company's Whole Foods Market Inc position peaked at $2.11M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Meyer Handelman Company's 13F filing for Q3 2017, filed 25 Oct 2017.