Principal Financial Group
WFM

Principal Financial Group’s Whole Foods Market Inc WFM Stock Holding History

Principal Financial Group’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
-501,387
Closed -$21.1M – 2287
2017
Q2 		$21.1M Buy
501,387
+15,315
+3% +$558K 0.02% 740
2017
Q1 		$14.4M Buy
486,072
+7,754
+2% +$233K 0.02% 949
2016
Q4 		$14.7M Sell
478,318
-3,095
-0.6% -$93.1K 0.02% 909
2016
Q3 		$13.6M Buy
481,413
+7,716
+2% +$238K 0.02% 910
2016
Q2 		$15.2M Sell
473,697
-22,107
-4% -$687K 0.02% 785
2016
Q1 		$15.4M Buy
495,804
+30,260
+6% +$947K 0.02% 727
2015
Q4 		$15.6M Sell
465,544
-66,449
-12% -$2.11M 0.02% 681
2015
Q3 		$16.8M Buy
531,993
+14,434
+3% +$510K 0.03% 614
2015
Q2 		$20.4M Buy
517,559
+10,067
+2% +$450K 0.03% 574
2015
Q1 		$26.4M Buy
507,492
+47,172
+10% +$2.53M 0.04% 437
2014
Q4 		$23.2M Buy
460,320
+23,745
+5% +$1.05M 0.04% 473
2014
Q3 		$16.6M Buy
436,575
+2,117
+0.5% +$80.9K 0.03% 601
2014
Q2 		$16.8M Sell
434,458
-48,781
-10% -$2.13M 0.03% 617
2014
Q1 		$24.5M Buy
483,239
+4,301
+0.9% +$229K 0.04% 423
2013
Q4 		$27.7M Sell
478,938
-2,296
-0.5% -$136K 0.05% 388
2013
Q3 		$28.2M Buy
481,234
+36,179
+8% +$2M 0.06% 346
2013
Q2 		$22.9M Buy
+445,055
New +$21.5M 0.05% 386

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

Principal Financial Group's WFM Position: Q3 2017 in Review

Principal Financial Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 501,387 shares — an estimated $21.1M sold.

Principal Financial Group first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $28.2M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Principal Financial Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 501,387 Whole Foods Market Inc shares in Q3 2017, an estimated $21.1M.
  • Principal Financial Group first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • Principal Financial Group's Whole Foods Market Inc position peaked at $28.2M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.