TFO
WFM

Tarbox Family Office’s Whole Foods Market Inc WFM Stock Holding History

Tarbox Family Office’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
-166
Closed -$7K – 633
2017
Q2 		$7K Hold
166
– – ﹤0.01% 342
2017
Q1 		$5K Hold
166
– – ﹤0.01% 386
2016
Q4 		$5K Hold
166
– – ﹤0.01% 345
2016
Q3 		$5K Hold
166
– – ﹤0.01% 339
2016
Q2 		$5K Hold
166
– – ﹤0.01% 338
2016
Q1 		$5K Buy
166
+50
+43% +$1.56K ﹤0.01% 355
2015
Q4 		$4K Hold
116
– – ﹤0.01% 342
2015
Q3 		$4K Sell
116
-31
-21% -$1.1K ﹤0.01% 359
2015
Q2 		$6K Hold
147
– – 0.01% 300
2015
Q1 		$8K Hold
147
– – 0.01% 279
2014
Q4 		$7K Buy
147
+31
+27% +$1.37K 0.01% 292
2014
Q3 		$4K Sell
116
-38
-25% -$1.45K ﹤0.01% 358
2014
Q2 		$5K Hold
154
– – ﹤0.01% 316
2014
Q1 		$8K Buy
154
+26
+20% +$1.39K 0.01% 283
2013
Q4 		$7K Buy
+128
New +$7.59K 0.01% 334

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

Tarbox Family Office's WFM Position: Q3 2017 in Review

Tarbox Family Office sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 166 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in WFM in Q4 2013 and held it in 15 quarters. The position peaked at $8K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Tarbox Family Office reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Tarbox Family Office sold 166 Whole Foods Market Inc shares in Q3 2017, an estimated $7K.
  • Tarbox Family Office first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 15 quarters.
  • Tarbox Family Office's Whole Foods Market Inc position peaked at $8K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Tarbox Family Office's 13F filing for Q3 2017, filed 19 Oct 2017.