RFS
WFM

Rockefeller Financial Services’s Whole Foods Market Inc WFM Stock Holding History

Rockefeller 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
-2,120
Closed -$89K – 548
2017
Q2 		$89K Hold
2,120
– – ﹤0.01% 348
2017
Q1 		$63K Hold
2,120
– – ﹤0.01% 385
2016
Q4 		$65K Hold
2,120
– – ﹤0.01% 407
2016
Q3 		$60K Hold
2,120
– – ﹤0.01% 385
2016
Q2 		$68K Hold
2,120
– – ﹤0.01% 384
2016
Q1 		$66K Hold
2,120
– – ﹤0.01% 402
2015
Q4 		$71K Hold
2,120
– – ﹤0.01% 408
2015
Q3 		$67K Hold
2,120
– – ﹤0.01% 403
2015
Q2 		$84K Hold
2,120
– – ﹤0.01% 376
2015
Q1 		$110K Hold
2,120
– – ﹤0.01% 367
2014
Q4 		$107K Hold
2,120
– – ﹤0.01% 344
2014
Q3 		$81K Hold
2,120
– – ﹤0.01% 381
2014
Q2 		$82K Hold
2,120
– – ﹤0.01% 390
2014
Q1 		$108K Hold
2,120
– – ﹤0.01% 385
2013
Q4 		$123K Hold
2,120
– – ﹤0.01% 380
2013
Q3 		$124K Hold
2,120
– – ﹤0.01% 372
2013
Q2 		$109K Buy
+2,120
New +$102K ﹤0.01% 385

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