SSG
WFM

Summit Securities Group’s Whole Foods Market Inc WFM Stock Holding History

Summit Securities Group’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
-17,500
Closed -$737K – 336
2017
Q2 		$737K Buy
+17,500
New +$637K 0.13% 94

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

Summit Securities Group's WFM Position: Q3 2017 in Review

Summit Securities Group sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 17,500 shares — an estimated $737K sold.

Summit Securities Group first reported a position in WFM in Q2 2017 and held it in 1 quarter. The position peaked at $737K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Summit Securities Group reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Summit Securities Group sold 17,500 Whole Foods Market Inc shares in Q3 2017, an estimated $737K.
  • Summit Securities Group first reported a position in Whole Foods Market Inc in Q2 2017 and held it in 1 quarter.
  • Summit Securities Group's Whole Foods Market Inc position peaked at $737K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Summit Securities Group's 13F filing for Q3 2017, filed 30 Oct 2017.