Physicians Financial Services
WFM

Physicians Financial Services’s Whole Foods Market Inc WFM Stock Holding History

Physicians Financial Services’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
-16,934
Closed -$713K – 113
2017
Q2 		$713K Sell
16,934
-178
-1% -$6.48K 0.6% 52
2017
Q1 		$509K Sell
17,112
-9,558
-36% -$288K 0.44% 72
2016
Q4 		$897K Buy
26,670
+1,500
+6% +$45.1K 0.74% 43
2016
Q3 		$713K Sell
25,170
-800
-3% -$24.6K 0.59% 51
2016
Q2 		$832K Sell
25,970
-400
-2% -$12.4K 0.73% 45
2016
Q1 		$820K Sell
26,370
-400
-1% -$12.5K 0.74% 42
2015
Q4 		$897K Buy
+26,770
New +$851K 0.83% 40

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Radnor Capital Management
Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NN Investment Partners Holdings
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.32% 1-Year Est. Return
Intellectus Partners
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

Physicians Financial Services's WFM Position: Q3 2017 in Review

Physicians Financial Services sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 16,934 shares — an estimated $713K sold.

Physicians Financial Services first reported a position in WFM in Q4 2015 and held it in 7 quarters. The position peaked at $897K in Q4 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Physicians Financial Services reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Physicians Financial Services sold 16,934 Whole Foods Market Inc shares in Q3 2017, an estimated $713K.
  • Physicians Financial Services first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 7 quarters.
  • Physicians Financial Services's Whole Foods Market Inc position peaked at $897K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Physicians Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.