ST
WFM

Sageworth Trust’s Whole Foods Market Inc WFM Stock Holding History

Sageworth Trust’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
-1,166
Closed -$49K – 112
2017
Q2 		$49K Buy
+1,166
New +$42.5K 0.01% 71

Other funds holding WFM

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RCM
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BA
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Envestnet Asset Management
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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

Sageworth Trust's WFM Position: Q3 2017 in Review

Sageworth Trust sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,166 shares — an estimated $49K sold.

Sageworth Trust first reported a position in WFM in Q2 2017 and held it in 1 quarter. The position peaked at $49K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Sageworth Trust reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Sageworth Trust sold 1,166 Whole Foods Market Inc shares in Q3 2017, an estimated $49K.
  • Sageworth Trust first reported a position in Whole Foods Market Inc in Q2 2017 and held it in 1 quarter.
  • Sageworth Trust's Whole Foods Market Inc position peaked at $49K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Sageworth Trust's 13F filing for Q3 2017, filed 23 Oct 2017.