Tiedemann Advisors’s Whole Foods Market Inc WFM Stock Holding History

Tiedemann 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	-17,578	Closed	-$740K	–	490
2017 Q2	$740K	Sell	17,578 -17,646	-50%	-$643K	0.05%	258
2017 Q1	$1.05M	Sell	35,224 -69	-0.2%	-$2.08K	0.09%	183
2016 Q4	$1.09M	Buy	+35,293	New	+$1.06M	0.11%	139

Other funds holding WFM

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NIPH

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

AIM

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

Tiedemann Advisors's WFM Position: Q3 2017 in Review

Tiedemann Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 17,578 shares — an estimated $740K sold.

Tiedemann Advisors first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $1.09M in Q4 2016. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

Tiedemann Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
Tiedemann Advisors sold 17,578 Whole Foods Market Inc shares in Q3 2017, an estimated $740K.
Tiedemann Advisors first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
Tiedemann Advisors's Whole Foods Market Inc position peaked at $1.09M in Q4 2016.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.