UB
WFM

UMB Bank’s Whole Foods Market Inc WFM Stock Holding History

UMB Bank’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
-9,076
Closed -$382K – 331
2017
Q2 		$382K Hold
9,076
– – 0.01% 258
2017
Q1 		$270K Hold
9,076
– – 0.01% 297
2016
Q4 		$280K Sell
9,076
-1,315
-13% -$39.6K 0.01% 291
2016
Q3 		$295K Hold
10,391
– – 0.01% 293
2016
Q2 		$333K Sell
10,391
-270
-3% -$8.39K 0.01% 270
2016
Q1 		$331K Hold
10,661
– – 0.01% 268
2015
Q4 		$357K Sell
10,661
-155
-1% -$4.93K 0.02% 268
2015
Q3 		$342K Sell
10,816
-560
-5% -$19.8K 0.02% 233
2015
Q2 		$449 Sell
11,376
-39,172
-77% -$1.75M 0.02% 219
2015
Q1 		$2.63K Buy
50,548
+44,397
+722% +$2.38M 0.12% 129
2014
Q4 		$310K Buy
+6,151
New +$271K 0.01% 246
2014
Q2 		– Sell
-8,420
Closed -$427K – 322
2014
Q1 		$427K Sell
8,420
-32,855
-80% -$1.75M 0.02% 221
2013
Q4 		$2.39K Sell
41,275
-44,122
-52% -$2.62M 0.13% 117
2013
Q3 		$5K Buy
85,397
+497
+0.6% +$27.4K 0.29% 82
2013
Q2 		$4.37K Buy
+84,900
New +$4.1M 0.26% 84

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