Neuburgh Advisers’s Whole Foods Market Inc WFM Stock Holding History

Neuburgh Advisers’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	-89,692	Closed	-$3.78M	–	907
2017 Q2	$3.78M	Sell	89,692 -135,218	-60%	-$4.92M	0.14%	133
2017 Q1	$6.68M	Buy	224,910 +21,012	+10%	+$633K	0.26%	79
2016 Q4	$6.27M	Buy	+203,898	New	+$6.13M	0.28%	78

Other funds holding WFM

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

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

Neuburgh Advisers's WFM Position: Q3 2017 in Review

Neuburgh Advisers sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 89,692 shares — an estimated $3.78M sold.

Neuburgh Advisers first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $6.68M in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

Neuburgh Advisers reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
Neuburgh Advisers sold 89,692 Whole Foods Market Inc shares in Q3 2017, an estimated $3.78M.
Neuburgh Advisers first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
Neuburgh Advisers's Whole Foods Market Inc position peaked at $6.68M in Q1 2017.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Neuburgh Advisers's 13F filing for Q3 2017, filed 14 Nov 2017.