PCA
WFM

Personal Capital Advisors’s Whole Foods Market Inc WFM Stock Holding History

Personal Capital Advisors’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
-29,849
Closed -$1.26M – 240
2017
Q2 		$1.26M Sell
29,849
-133,986
-82% -$4.88M 0.03% 162
2017
Q1 		$4.77M Buy
163,835
+23,194
+16% +$698K 0.12% 118
2016
Q4 		$4.33M Buy
140,641
+21,485
+18% +$646K 0.13% 118
2016
Q3 		$3.34M Buy
119,156
+25,546
+27% +$786K 0.11% 124
2016
Q2 		$3M Buy
+93,610
New +$2.91M 0.12% 117

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 22.9% 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

Personal Capital Advisors's WFM Position: Q3 2017 in Review

Personal Capital Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 29,849 shares — an estimated $1.26M sold.

Personal Capital Advisors first reported a position in WFM in Q2 2016 and held it in 5 quarters. The position peaked at $4.77M in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Personal Capital Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 29,849 Whole Foods Market Inc shares in Q3 2017, an estimated $1.26M.
  • Personal Capital Advisors first reported a position in Whole Foods Market Inc in Q2 2016 and held it in 5 quarters.
  • Personal Capital Advisors's Whole Foods Market Inc position peaked at $4.77M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Personal Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.