Sun Life Financial’s Whole Foods Market Inc WFM Stock Holding History

Sun Life Financial’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	-2,322	Closed	-$98K	–	521
2017 Q2	$98K	Buy	2,322 +2,317	+46,340%	+$84.4K	0.01%	343
2017 Q1	$171	Buy	+5	New	+$151	﹤0.01%	297

Other funds holding WFM

DekaBank Deutsche Girozentrale

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

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

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Sun Life Financial's WFM Position: Q3 2017 in Review

Sun Life Financial sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,322 shares — an estimated $98K sold.

Sun Life Financial first reported a position in WFM in Q1 2017 and held it in 2 quarters. The position peaked at $98K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

Sun Life Financial reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
Sun Life Financial sold 2,322 Whole Foods Market Inc shares in Q3 2017, an estimated $98K.
Sun Life Financial first reported a position in Whole Foods Market Inc in Q1 2017 and held it in 2 quarters.
Sun Life Financial's Whole Foods Market Inc position peaked at $98K in Q2 2017.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Sun Life Financial's 13F filing for Q3 2017, filed 13 Nov 2017.