SPIA
WFM

Steward Partners Investment Advisory’s Whole Foods Market Inc WFM Stock Holding History

Steward Partners Investment Advisory’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
-979
Closed -$41K – 1835
2017
Q2 		$41K Buy
979
+544
+125% +$19.8K ﹤0.01% 673
2017
Q1 		$12K Buy
+435
New +$13.1K ﹤0.01% 905

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

Steward Partners Investment Advisory's WFM Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 979 shares — an estimated $41K sold.

Steward Partners Investment Advisory first reported a position in WFM in Q1 2017 and held it in 2 quarters. The position peaked at $41K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 979 Whole Foods Market Inc shares in Q3 2017, an estimated $41K.
  • Steward Partners Investment Advisory first reported a position in Whole Foods Market Inc in Q1 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Whole Foods Market Inc position peaked at $41K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.