OMCS
WFM

Old Mutual Customised Solutions’s Whole Foods Market Inc WFM Stock Holding History

Old Mutual Customised Solutions’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
-12,200
Closed -$514K – 794
2017
Q2 		$514K Buy
12,200
+1,900
+18% +$69.2K 0.08% 306
2017
Q1 		$306K Hold
10,300
– – 0.05% 430
2016
Q4 		$317K Buy
10,300
+2,400
+30% +$72.2K 0.06% 388
2016
Q3 		$224K Hold
7,900
– – 0.06% 356
2016
Q2 		$253K Hold
7,900
– – 0.06% 366
2016
Q1 		$246K Hold
7,900
– – 0.06% 364
2015
Q4 		$265K Hold
7,900
– – 0.07% 343
2015
Q3 		$250K Hold
7,900
– – 0.07% 347
2015
Q2 		$312K Buy
7,900
+1,400
+22% +$62.6K 0.07% 336
2015
Q1 		$339K Buy
6,500
+2,900
+81% +$155K 0.08% 296
2014
Q4 		$182K Buy
3,600
+300
+9% +$13.2K 0.05% 433
2014
Q3 		$126K Sell
3,300
-1,500
-31% -$57.3K 0.04% 506
2014
Q2 		$185K Hold
4,800
– – 0.04% 459
2014
Q1 		$243K Hold
4,800
– – 0.06% 350
2013
Q4 		$278K Hold
4,800
– – 0.07% 309
2013
Q3 		$281K Buy
4,800
+800
+20% +$44.2K 0.08% 286
2013
Q2 		$206K Buy
+4,000
New +$193K 0.06% 330

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

Old Mutual Customised Solutions's WFM Position: Q3 2017 in Review

Old Mutual Customised Solutions sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 12,200 shares — an estimated $514K sold.

Old Mutual Customised Solutions first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $514K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Old Mutual Customised Solutions reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 12,200 Whole Foods Market Inc shares in Q3 2017, an estimated $514K.
  • Old Mutual Customised Solutions first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Old Mutual Customised Solutions's Whole Foods Market Inc position peaked at $514K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.