OAM
WFM

Occidental Asset Management’s Whole Foods Market Inc WFM Stock Holding History

Occidental Asset 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
-6,521
Closed -$275K – 142
2017
Q2 		$275K Buy
+6,521
New +$238K 0.16% 108

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 $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 $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

Occidental Asset Management's WFM Position: Q3 2017 in Review

Occidental Asset Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 6,521 shares — an estimated $275K sold.

Occidental Asset Management first reported a position in WFM in Q2 2017 and held it in 1 quarter. The position peaked at $275K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Occidental Asset Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Occidental Asset Management sold 6,521 Whole Foods Market Inc shares in Q3 2017, an estimated $275K.
  • Occidental Asset Management first reported a position in Whole Foods Market Inc in Q2 2017 and held it in 1 quarter.
  • Occidental Asset Management's Whole Foods Market Inc position peaked at $275K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Occidental Asset Management's 13F filing for Q3 2017, filed 19 Mar 2019.