PFBT
WFM

Parkside Financial Bank & Trust’s Whole Foods Market Inc WFM Stock Holding History

Parkside Financial Bank & Trust’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
-1,564
Closed -$66K – 1636
2017
Q2 		$66K Buy
1,564
+1,471
+1,582% +$53.6K 0.03% 276
2017
Q1 		$3K Sell
93
-26
-22% -$783 ﹤0.01% 931
2016
Q4 		$4K Buy
119
+32
+37% +$963 ﹤0.01% 893
2016
Q3 		$2K Buy
87
+19
+28% +$585 ﹤0.01% 989
2016
Q2 		$2K Sell
68
-751
-92% -$23.4K ﹤0.01% 972
2016
Q1 		$26K Buy
819
+24
+3% +$751 0.01% 467
2015
Q4 		$27K Buy
795
+2
+0.3% +$64 0.01% 454
2015
Q3 		$25K Buy
+793
New +$28K 0.01% 442

Other funds holding WFM

DekaBank Deutsche Girozentrale
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 $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

Parkside Financial Bank & Trust's WFM Position: Q3 2017 in Review

Parkside Financial Bank & Trust sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,564 shares — an estimated $66K sold.

Parkside Financial Bank & Trust first reported a position in WFM in Q3 2015 and held it in 8 quarters. The position peaked at $66K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Parkside Financial Bank & Trust reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,564 Whole Foods Market Inc shares in Q3 2017, an estimated $66K.
  • Parkside Financial Bank & Trust first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 8 quarters.
  • Parkside Financial Bank & Trust's Whole Foods Market Inc position peaked at $66K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2017, filed 27 Oct 2017.