PCP
WFM

Proficio Capital Partners’s Whole Foods Market Inc WFM Stock Holding History

Proficio Capital Partners’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
-124
Closed -$5K – 1369
2017
Q2 		$5K Buy
124
+73
+143% +$2.66K ﹤0.01% 977
2017
Q1 		$2K Buy
+51
New +$1.53K ﹤0.01% 1174
2016
Q2 		– Sell
-69
Closed -$2K – 1238
2016
Q1 		$2K Sell
69
-19
-22% -$595 ﹤0.01% 813
2015
Q4 		$3K Buy
+88
New +$2.8K ﹤0.01% 611

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

Proficio Capital Partners's WFM Position: Q3 2017 in Review

Proficio Capital Partners sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 124 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in WFM in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Proficio Capital Partners reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 124 Whole Foods Market Inc shares in Q3 2017, an estimated $5K.
  • Proficio Capital Partners first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 4 quarters.
  • Proficio Capital Partners's Whole Foods Market Inc position peaked at $5K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Proficio Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.