Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Shares
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
Frankfurt, Germany
$60.6B AUM
23.27%
1-Year Est. Return
RCM
Radnor Capital Management
Wayne, Pennsylvania
$676M AUM
26.18%
1-Year Est. Return
BA
BCM Advisors
Lafayette, Louisiana
$507M AUM
19.94%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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
$490M AUM
35.11%
1-Year Est. Return
AIM
Advantage Investment Management
Cedar Rapids, Iowa
$128M AUM
0.94%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close