RWA
WFM

Ropes Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Ropes Wealth 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
-2,750
Closed -$116K – 733
2017
Q2 		$116K Buy
2,750
+1,400
+104% +$51K 0.03% 254
2017
Q1 		$40K Hold
1,350
– – 0.01% 351
2016
Q4 		$42K Hold
1,350
– – 0.01% 334
2016
Q3 		$38K Hold
1,350
– – 0.01% 303
2016
Q2 		$43K Hold
1,350
– – 0.02% 271
2016
Q1 		$42K Hold
1,350
– – 0.02% 230
2015
Q4 		$45K Hold
1,350
– – 0.02% 251
2015
Q3 		$43K Buy
1,350
+800
+145% +$28.3K 0.02% 267
2015
Q2 		$22K Hold
550
– – 0.01% 224
2015
Q1 		$29K Buy
+550
New +$29.5K 0.02% 214

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

Ropes Wealth Advisors's WFM Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,750 shares — an estimated $116K sold.

Ropes Wealth Advisors first reported a position in WFM in Q1 2015 and held it in 10 quarters. The position peaked at $116K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,750 Whole Foods Market Inc shares in Q3 2017, an estimated $116K.
  • Ropes Wealth Advisors first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 10 quarters.
  • Ropes Wealth Advisors's Whole Foods Market Inc position peaked at $116K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.