OI
WFM

Oakbrook Investments’s Whole Foods Market Inc WFM Stock Holding History

Oakbrook Investments’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
-14,800
Closed -$623K – 612
2017
Q2 		$623K Buy
+14,800
New +$539K 0.04% 296
2015
Q3 		– Sell
-23,450
Closed -$925K – 589
2015
Q2 		$925K Buy
+23,450
New +$1.05M 0.06% 271
2015
Q1 		– Sell
-7,650
Closed -$386K – 597
2014
Q4 		$386K Buy
7,650
+1,350
+21% +$59.5K 0.02% 410
2014
Q3 		$240K Sell
6,300
-5,850
-48% -$223K 0.01% 473
2014
Q2 		$469K Buy
+12,150
New +$530K 0.01% 401
2013
Q4 		– Sell
-142,800
Closed -$8.35M – 641
2013
Q3 		$8.35M Buy
+142,800
New +$7.88M 0.24% 104

Other funds holding WFM

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DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 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