PMFA
WFM

Plante Moran Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History

Plante Moran Financial 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
-157
Closed -$7K – 897
2017
Q2 		$7K Buy
+157
New +$5.72K ﹤0.01% 628
2017
Q1 		– Sell
-230
Closed -$7K – 1098
2016
Q4 		$7K Buy
+230
New +$6.92K ﹤0.01% 662
2015
Q1 		– Sell
-300
Closed -$15K – 833
2014
Q4 		$15K Hold
300
– – 0.01% 461
2014
Q3 		$11K Sell
300
-32
-10% -$1.22K 0.01% 528
2014
Q2 		$13K Buy
+332
New +$14.5K 0.01% 469
2014
Q1 		– Sell
-28
Closed -$2K – 735
2013
Q4 		$2K Hold
28
– – ﹤0.01% 641
2013
Q3 		$2K Buy
+28
New +$1.55K ﹤0.01% 582

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

Plante Moran Financial Advisors's WFM Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 157 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in WFM in Q3 2013 and held it in 7 quarters. The position peaked at $15K in Q4 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 157 Whole Foods Market Inc shares in Q3 2017, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Whole Foods Market Inc in Q3 2013 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Whole Foods Market Inc position peaked at $15K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.