PG
WFM

Patten Group’s Whole Foods Market Inc WFM Stock Holding History

Patten Group’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
-100
Closed -$4K – 654
2017
Q2 		$4K Hold
100
– – ﹤0.01% 566
2017
Q1 		$3K Hold
100
– – ﹤0.01% 577
2016
Q4 		$3K Hold
100
– – ﹤0.01% 550
2016
Q3 		$2.89K Hold
100
– – ﹤0.01% 558
2016
Q2 		$3.2K Sell
100
-15
-13% -$466 ﹤0.01% 549
2016
Q1 		$3.58K Hold
115
– – ﹤0.01% 565
2015
Q4 		$3.85K Sell
115
-50
-30% -$1.59K ﹤0.01% 590
2015
Q3 		$5.22K Hold
165
– – ﹤0.01% 490
2015
Q2 		$6.51K Buy
+165
New +$7.38K ﹤0.01% 488

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

Patten Group's WFM Position: Q3 2017 in Review

Patten Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 100 shares — an estimated $4K sold.

Patten Group first reported a position in WFM in Q2 2015 and held it in 9 quarters. The position peaked at $6.51K in Q2 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Patten Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Patten Group sold 100 Whole Foods Market Inc shares in Q3 2017, an estimated $4K.
  • Patten Group first reported a position in Whole Foods Market Inc in Q2 2015 and held it in 9 quarters.
  • Patten Group's Whole Foods Market Inc position peaked at $6.51K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Patten Group's 13F filing for Q3 2017, filed 14 Nov 2017.