SWP
WFM

Stratos Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

Stratos Wealth Partners’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
-6,063
Closed -$255K – 977
2017
Q2 		$255K Buy
+6,063
New +$221K 0.01% 696

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 $712M AUM 34.39% 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

Stratos Wealth Partners's WFM Position: Q3 2017 in Review

Stratos Wealth Partners sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 6,063 shares — an estimated $255K sold.

Stratos Wealth Partners first reported a position in WFM in Q2 2017 and held it in 1 quarter. The position peaked at $255K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Stratos Wealth Partners reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,063 Whole Foods Market Inc shares in Q3 2017, an estimated $255K.
  • Stratos Wealth Partners first reported a position in Whole Foods Market Inc in Q2 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Whole Foods Market Inc position peaked at $255K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Stratos Wealth Partners's 13F filing for Q3 2017, filed 7 Nov 2017.