SCA
WFM

Stuart Chaussee & Associates’s Whole Foods Market Inc WFM Stock Holding History

Stuart Chaussee & Associates’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
-100
Closed -$4K – 107
2017
Q2 		$4K Buy
+100
New +$3.64K ﹤0.01% 77
2017
Q1 		– Sell
-100
Closed -$3K – 92
2016
Q4 		$3K Hold
100
– – ﹤0.01% 58
2016
Q3 		$3K Hold
100
– – ﹤0.01% 72
2016
Q2 		$3K Hold
100
– – ﹤0.01% 72
2016
Q1 		$3K Hold
100
– – ﹤0.01% 77
2015
Q4 		$3K Buy
+100
New +$3.18K ﹤0.01% 83

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

Stuart Chaussee & Associates's WFM Position: Q3 2017 in Review

Stuart Chaussee & Associates sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 100 shares — an estimated $4K sold.

Stuart Chaussee & Associates first reported a position in WFM in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Stuart Chaussee & Associates reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 100 Whole Foods Market Inc shares in Q3 2017, an estimated $4K.
  • Stuart Chaussee & Associates first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 6 quarters.
  • Stuart Chaussee & Associates's Whole Foods Market Inc position peaked at $4K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.