SGI
WFM

Summit Global Investments’s Whole Foods Market Inc WFM Stock Holding History

Summit Global Investments’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
-15,921
Closed -$670K – 257
2017
Q2 		$670K Buy
+15,921
New +$580K 0.2% 74

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 $514M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Summit Global Investments's WFM Position: Q3 2017 in Review

Summit Global Investments sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 15,921 shares — an estimated $670K sold.

Summit Global Investments first reported a position in WFM in Q2 2017 and held it in 1 quarter. The position peaked at $670K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Summit Global Investments reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Summit Global Investments sold 15,921 Whole Foods Market Inc shares in Q3 2017, an estimated $670K.
  • Summit Global Investments first reported a position in Whole Foods Market Inc in Q2 2017 and held it in 1 quarter.
  • Summit Global Investments's Whole Foods Market Inc position peaked at $670K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Summit Global Investments's 13F filing for Q3 2017, filed 14 Nov 2017.