MOACM
WFM

Mutual of America Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Mutual of America 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
-39,462
Closed -$1.66M – 1234
2017
Q2 		$1.66M Sell
39,462
-2,998
-7% -$109K 0.03% 909
2017
Q1 		$1.26M Buy
42,460
+5,917
+16% +$178K 0.02% 995
2016
Q4 		$1.12M Sell
36,543
-1,648
-4% -$49.6K 0.02% 1007
2016
Q3 		$1.08M Buy
38,191
+277
+0.7% +$8.53K 0.02% 1006
2016
Q2 		$1.21M Buy
37,914
+980
+3% +$30.5K 0.03% 947
2016
Q1 		$1.15M Sell
36,934
-1,488
-4% -$46.6K 0.03% 950
2015
Q4 		$1.29M Sell
38,422
-1,856
-5% -$59K 0.03% 881
2015
Q3 		$1.27M Buy
40,278
+1,168
+3% +$41.3K 0.03% 868
2015
Q2 		$1.54M Sell
39,110
-1,003
-3% -$44.9K 0.03% 828
2015
Q1 		$2.09M Buy
40,113
+1,451
+4% +$77.8K 0.05% 699
2014
Q4 		$1.95M Sell
38,662
-506
-1% -$22.3K 0.04% 723
2014
Q3 		$1.49M Buy
39,168
+412
+1% +$15.7K 0.04% 822
2014
Q2 		$1.5M Sell
38,756
-1,649
-4% -$71.9K 0.04% 841
2014
Q1 		$2.05M Buy
40,405
+678
+2% +$36.1K 0.05% 659
2013
Q4 		$2.3M Buy
39,727
+827
+2% +$49K 0.06% 597
2013
Q3 		$2.28M Buy
38,900
+3,275
+9% +$181K 0.06% 538
2013
Q2 		$1.83M Buy
+35,625
New +$1.72M 0.05% 603

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 22.96% 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 3.61% 1-Year Est. Return

Mutual of America Capital Management's WFM Position: Q3 2017 in Review

Mutual of America Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 39,462 shares — an estimated $1.66M sold.

Mutual of America Capital Management first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $2.3M in Q4 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Mutual of America Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Mutual of America Capital Management sold 39,462 Whole Foods Market Inc shares in Q3 2017, an estimated $1.66M.
  • Mutual of America Capital Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Mutual of America Capital Management's Whole Foods Market Inc position peaked at $2.3M in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Mutual of America Capital Management's 13F filing for Q3 2017, filed 18 Oct 2017.