Northwestern Mutual Wealth Management
WFM

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

Northwestern Mutual 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
-8,851
Closed -$373K – 2367
2017
Q2 		$373K Sell
8,851
-345
-4% -$12.6K ﹤0.01% 537
2017
Q1 		$273K Sell
9,196
-1,124
-11% -$33.8K ﹤0.01% 582
2016
Q4 		$318K Sell
10,320
-466
-4% -$14K ﹤0.01% 544
2016
Q3 		$305K Sell
10,786
-571
-5% -$17.6K ﹤0.01% 528
2016
Q2 		$364K Sell
11,357
-1,552
-12% -$48.3K 0.01% 465
2016
Q1 		$402K Buy
12,909
+1,783
+16% +$55.8K 0.01% 439
2015
Q4 		$373K Sell
11,126
-962
-8% -$30.6K 0.01% 407
2015
Q3 		$383K Buy
12,088
+759
+7% +$26.8K 0.01% 379
2015
Q2 		$447K Buy
11,329
+2,000
+21% +$89.4K 0.01% 340
2015
Q1 		$486K Buy
9,329
+980
+12% +$52.5K 0.01% 324
2014
Q4 		$421K Buy
8,349
+773
+10% +$34.1K 0.01% 320
2014
Q3 		$289K Buy
7,576
+1,489
+24% +$56.9K 0.01% 362
2014
Q2 		$235K Sell
6,087
-1,766
-22% -$77K 0.01% 369
2014
Q1 		$398K Buy
7,853
+1,661
+27% +$88.5K 0.02% 291
2013
Q4 		$358K Buy
6,192
+3,631
+142% +$215K 0.02% 304
2013
Q3 		$150K Buy
2,561
+699
+38% +$38.6K 0.01% 405
2013
Q2 		$96K Buy
+1,862
New +$89.8K 0.01% 448

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 22.9% 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

Northwestern Mutual Wealth Management's WFM Position: Q3 2017 in Review

Northwestern Mutual Wealth Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 8,851 shares — an estimated $373K sold.

Northwestern Mutual Wealth Management first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $486K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Northwestern Mutual Wealth Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 8,851 Whole Foods Market Inc shares in Q3 2017, an estimated $373K.
  • Northwestern Mutual Wealth Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Northwestern Mutual Wealth Management's Whole Foods Market Inc position peaked at $486K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

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