PFS
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 $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 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