MCM
WFM

MV Capital Management’s Whole Foods Market Inc WFM Stock Holding History

MV 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
-1,600
Closed -$67K – 382
2017
Q2 		$67K Hold
1,600
– – 0.02% 149
2017
Q1 		$48K Hold
1,600
– – 0.02% 163
2016
Q4 		$49K Hold
1,600
– – 0.02% 155
2016
Q3 		$45K Hold
1,600
– – 0.02% 154
2016
Q2 		$51K Hold
1,600
– – 0.02% 153
2016
Q1 		$50K Hold
1,600
– – 0.02% 150
2015
Q4 		$54K Hold
1,600
– – 0.02% 155
2015
Q3 		$51K Hold
1,600
– – 0.02% 146
2015
Q2 		$63K Hold
1,600
– – 0.03% 160
2015
Q1 		$83K Sell
1,600
-47
-3% -$2.52K 0.03% 127
2014
Q4 		$83K Buy
+1,647
New +$72.6K 0.04% 125

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 $578M AUM 49.48% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

MV Capital Management's WFM Position: Q3 2017 in Review

MV Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,600 shares — an estimated $67K sold.

MV Capital Management first reported a position in WFM in Q4 2014 and held it in 11 quarters. The position peaked at $83K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • MV Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • MV Capital Management sold 1,600 Whole Foods Market Inc shares in Q3 2017, an estimated $67K.
  • MV Capital Management first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 11 quarters.
  • MV Capital Management's Whole Foods Market Inc position peaked at $83K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on MV Capital Management's 13F filing for Q3 2017, filed 15 Nov 2017.