SHJ
WFM

Sharkey, Howes & Javer’s Whole Foods Market Inc WFM Stock Holding History

Sharkey, Howes & Javer’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
-300
Closed -$13K – 226
2017
Q2 		$13K Sell
300
-300
-50% -$10.9K 0.01% 145
2017
Q1 		$18K Hold
600
– – 0.01% 146
2016
Q4 		$18K Hold
600
– – 0.01% 145
2016
Q3 		$17K Hold
600
– – 0.01% 143
2016
Q2 		$19K Hold
600
– – 0.01% 142
2016
Q1 		$19K Hold
600
– – 0.01% 144
2015
Q4 		$20K Hold
600
– – 0.01% 157
2015
Q3 		$19K Hold
600
– – 0.01% 157
2015
Q2 		$24K Sell
600
-40
-6% -$1.79K 0.02% 131
2015
Q1 		$33K Buy
+640
New +$34.3K 0.02% 134

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

Sharkey, Howes & Javer's WFM Position: Q3 2017 in Review

Sharkey, Howes & Javer sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 300 shares — an estimated $13K sold.

Sharkey, Howes & Javer first reported a position in WFM in Q1 2015 and held it in 10 quarters. The position peaked at $33K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Sharkey, Howes & Javer reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 300 Whole Foods Market Inc shares in Q3 2017, an estimated $13K.
  • Sharkey, Howes & Javer first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 10 quarters.
  • Sharkey, Howes & Javer's Whole Foods Market Inc position peaked at $33K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2017, filed 11 Oct 2017.