PFO
WFM

Pathstone Family Office’s Whole Foods Market Inc WFM Stock Holding History

Pathstone Family Office’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
-30
Closed -$1K – 386
2017
Q2 		$1K Buy
+30
New +$1.09K ﹤0.01% 376
2013
Q4 		– Sell
-376
Closed -$21K – 358
2013
Q3 		$21K Buy
+376
New +$20.8K 0.09% 125

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

Pathstone Family Office's WFM Position: Q3 2017 in Review

Pathstone Family Office sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 30 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in WFM in Q3 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Pathstone Family Office reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Pathstone Family Office sold 30 Whole Foods Market Inc shares in Q3 2017, an estimated $1K.
  • Pathstone Family Office first reported a position in Whole Foods Market Inc in Q3 2013 and held it in 2 quarters.
  • Pathstone Family Office's Whole Foods Market Inc position peaked at $21K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Pathstone Family Office's 13F filing for Q3 2017, filed 14 Nov 2017.