PFPT
WFM

Pinnacle Financial Partners (Tennessee)’s Whole Foods Market Inc WFM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-300
Closed -$13K – 480
2017
Q2 		$13K Buy
+300
New +$10.9K ﹤0.01% 421
2016
Q1 		– Sell
-6,097
Closed -$205K – 276
2015
Q4 		$205K Sell
6,097
-10,820
-64% -$344K 0.06% 239
2015
Q3 		$536K Sell
16,917
-20,152
-54% -$712K 0.17% 134
2015
Q2 		$1.46M Sell
37,069
-722
-2% -$32.3K 0.46% 70
2015
Q1 		$1.97M Sell
37,791
-649
-2% -$34.8K 0.66% 51
2014
Q4 		$1.94M Buy
38,440
+465
+1% +$20.5K 0.68% 53
2014
Q3 		$1.45M Buy
37,975
+630
+2% +$24.1K 0.55% 63
2014
Q2 		$1.44M Sell
37,345
-3,585
-9% -$156K 0.57% 59
2014
Q1 		$2.08M Buy
40,930
+2,492
+6% +$133K 0.93% 41
2013
Q4 		$2.22M Sell
38,438
-4,973
-11% -$295K 1.02% 37
2013
Q3 		$2.54M Buy
43,411
+1,334
+3% +$73.7K 1.26% 31
2013
Q2 		$2.17M Buy
+42,077
New +$2.03M 1.13% 38

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

Pinnacle Financial Partners (Tennessee)'s WFM Position: Q3 2017 in Review

Pinnacle Financial Partners (Tennessee) sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 300 shares — an estimated $13K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in WFM in Q2 2013 and held it in 12 quarters. The position peaked at $2.54M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 300 Whole Foods Market Inc shares in Q3 2017, an estimated $13K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 12 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Whole Foods Market Inc position peaked at $2.54M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2017, filed 8 Nov 2017.