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 		$449K Sell
11,376
-39,172
-77% -$1.75M 0.02% 219
2015
Q1 		$2.63M 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 		$2.39M Sell
41,275
-44,122
-52% -$2.62M 0.13% 117
2013
Q3 		$5M Buy
85,397
+497
+0.6% +$27.4K 0.29% 82
2013
Q2 		$4.37M Buy
+84,900
New +$4.1M 0.26% 84

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

UMB Bank's WFM Position: Q3 2017 in Review

UMB Bank sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 9,076 shares — an estimated $382K sold.

UMB Bank first reported a position in WFM in Q2 2013 and held it in 15 quarters. The position peaked at $5M in Q3 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • UMB Bank reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • UMB Bank sold 9,076 Whole Foods Market Inc shares in Q3 2017, an estimated $382K.
  • UMB Bank first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 15 quarters.
  • UMB Bank's Whole Foods Market Inc position peaked at $5M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on UMB Bank's 13F filing for Q3 2017, filed 11 Oct 2017.