TWA
WFM

TCI Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

TCI Wealth Advisors’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
-174
Closed -$7K – 1424
2017
Q2 		$7K Buy
174
+14
+9% +$510 ﹤0.01% 695
2017
Q1 		$5K Sell
160
-400
-71% -$12K ﹤0.01% 741
2016
Q4 		$17K Buy
560
+247
+79% +$7.43K 0.01% 529
2016
Q3 		$9K Hold
313
– – ﹤0.01% 617
2016
Q2 		$10K Buy
313
+153
+96% +$4.76K 0.01% 589
2016
Q1 		$5K Sell
160
-50
-24% -$1.56K ﹤0.01% 745
2015
Q4 		$7K Sell
210
-150
-42% -$4.77K ﹤0.01% 664
2015
Q3 		$11K Hold
360
– – 0.01% 502
2015
Q2 		$14K Sell
360
-24
-6% -$1.07K 0.01% 471
2015
Q1 		$20K Buy
384
+44
+13% +$2.36K 0.01% 356
2014
Q4 		$17K Sell
340
-56
-14% -$2.47K 0.01% 374
2014
Q3 		$15K Hold
396
– – 0.01% 382
2014
Q2 		$16K Hold
396
– – 0.01% 387
2014
Q1 		$20K Buy
396
+200
+102% +$10.7K 0.01% 331
2013
Q4 		$11K Hold
196
– – 0.01% 417
2013
Q3 		$11K Hold
196
– – 0.01% 368
2013
Q2 		$10K Buy
+196
New +$9.46K 0.01% 382

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

TCI Wealth Advisors's WFM Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 174 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $20K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 174 Whole Foods Market Inc shares in Q3 2017, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • TCI Wealth Advisors's Whole Foods Market Inc position peaked at $20K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.