TFA
WFM

Transamerica Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History

Transamerica Financial 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
-18,936
Closed -$798K – 440
2017
Q2 		$798K Buy
+18,936
New +$690K 0.11% 139
2016
Q4 		– Sell
-198
Closed -$6K – 485
2016
Q3 		$6K Buy
+198
New +$6.09K ﹤0.01% 279
2016
Q2 		– Sell
-259
Closed -$9K – 760
2016
Q1 		$9K Sell
259
-362
-58% -$11.3K ﹤0.01% 568
2015
Q4 		$21K Hold
621
– – ﹤0.01% 524
2015
Q3 		$20K Sell
621
-171
-22% -$6.04K ﹤0.01% 505
2015
Q2 		$32K Buy
792
+171
+28% +$7.65K ﹤0.01% 508
2015
Q1 		$33K Sell
621
-200
-24% -$10.7K ﹤0.01% 479
2014
Q4 		$42K Hold
821
– – ﹤0.01% 377
2014
Q3 		$32K Hold
821
– – ﹤0.01% 380
2014
Q2 		$32K Sell
821
-3,878
-83% -$169K ﹤0.01% 404
2014
Q1 		$239K Sell
4,699
-85
-2% -$4.53K 0.02% 240
2013
Q4 		$277K Sell
4,784
-361
-7% -$21.4K 0.03% 220
2013
Q3 		$301K Buy
5,145
+4,945
+2,473% +$273K 0.04% 194
2013
Q2 		$11K Buy
+200
New +$9.65K ﹤0.01% 421

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 22.9% 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

Transamerica Financial Advisors's WFM Position: Q3 2017 in Review

Transamerica Financial Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 18,936 shares — an estimated $798K sold.

Transamerica Financial Advisors first reported a position in WFM in Q2 2013 and held it in 14 quarters. The position peaked at $798K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Transamerica Financial Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Transamerica Financial Advisors sold 18,936 Whole Foods Market Inc shares in Q3 2017, an estimated $798K.
  • Transamerica Financial Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 14 quarters.
  • Transamerica Financial Advisors's Whole Foods Market Inc position peaked at $798K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

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