UBS Group
WFM

UBS Group’s Whole Foods Market Inc WFM Stock Holding History

UBS Group’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
-167,348
Closed -$7.05M – 8317
2017
Q2 		$7.05M Sell
167,348
-1,537,792
-90% -$56M ﹤0.01% 1834
2017
Q1 		$50.7M Buy
1,705,140
+1,149,672
+207% +$34.6M 0.03% 548
2016
Q4 		$17.1M Sell
555,468
-75,728
-12% -$2.28M 0.01% 1131
2016
Q3 		$17.9M Sell
631,196
-218,983
-26% -$6.74M 0.01% 1048
2016
Q2 		$27.2M Buy
850,179
+20,371
+2% +$633K 0.02% 761
2016
Q1 		$25.8M Buy
829,808
+13,459
+2% +$421K 0.02% 742
2015
Q4 		$27.3M Buy
816,349
+113,663
+16% +$3.61M 0.02% 784
2015
Q3 		$22.2M Sell
702,686
-249,340
-26% -$8.81M 0.02% 839
2015
Q2 		$37.5M Buy
952,026
+43,410
+5% +$1.94M 0.03% 634
2015
Q1 		$47.3M Sell
908,616
-135,192
-13% -$7.24M 0.04% 525
2014
Q4 		$52.6M Buy
+1,043,808
New +$46M 0.04% 517

Other funds holding WFM

DekaBank Deutsche Girozentrale
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
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