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
Q2 		– Sell
-30,700
Closed -$912K – 8307
2017
Q1 		$912K Sell
30,700
-119,500
-80% -$3.6M ﹤0.01% 3606
2016
Q4 		$4.62M Hold
150,200
– – ﹤0.01% 2166
2016
Q3 		$4.26M Sell
150,200
-109,100
-42% -$3.36M ﹤0.01% 2166
2016
Q2 		$8.3M Buy
259,300
+161,600
+165% +$5.02M 0.01% 1525
2016
Q1 		$3.04M Sell
97,700
-355,500
-78% -$11.1M ﹤0.01% 2307
2015
Q4 		$15.2M Sell
453,200
-22,500
-5% -$715K 0.01% 1121
2015
Q3 		$15.1M Buy
475,700
+75,200
+19% +$2.66M 0.01% 1086
2015
Q2 		$15.8M Sell
400,500
-3,600
-0.9% -$161K 0.01% 1140
2015
Q1 		$21M Sell
404,100
-236,800
-37% -$12.7M 0.01% 928
2014
Q4 		$32.3M Buy
+640,900
New +$28.2M 0.02% 716

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