UCFA
WFM

United Capital Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History

United Capital Financial Advisors’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
-36,588
Closed -$1.54M – 1362
2017
Q2 		$1.54M Sell
36,588
-5,324
-13% -$194K 0.01% 642
2017
Q1 		$1.25M Buy
41,912
+10,555
+34% +$318K 0.01% 686
2016
Q4 		$965K Buy
31,357
+9,933
+46% +$299K 0.01% 764
2016
Q3 		$607K Buy
21,424
+2,858
+15% +$88K 0.01% 906
2016
Q2 		$594K Buy
18,566
+199
+1% +$6.19K 0.01% 870
2016
Q1 		$571K Sell
18,367
-3,591
-16% -$112K 0.01% 843
2015
Q4 		$736K Sell
21,958
-5,910
-21% -$188K 0.01% 773
2015
Q3 		$882K Sell
27,868
-2,605
-9% -$92.1K 0.01% 726
2015
Q2 		$1.2M Buy
30,473
+4,710
+18% +$211K 0.01% 693
2015
Q1 		$1.23M Sell
25,763
-39,125
-60% -$2.1M 0.02% 684
2014
Q4 		$3.27M Sell
64,888
-6,803
-9% -$300K 0.05% 358
2014
Q3 		$2.73M Sell
71,691
-19,285
-21% -$737K 0.05% 361
2014
Q2 		$3.51M Buy
90,976
+22,730
+33% +$991K 0.07% 290
2014
Q1 		$3.46M Buy
68,246
+19,581
+40% +$1.04M 0.07% 265
2013
Q4 		$2.81M Buy
48,665
+41,207
+553% +$2.44M 0.1% 199
2013
Q3 		$436K Sell
7,458
-6,296
-46% -$348K 0.01% 469
2013
Q2 		$708K Buy
+13,754
New +$664K 0.02% 456

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

United Capital Financial Advisors's WFM Position: Q3 2017 in Review

United Capital Financial Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 36,588 shares — an estimated $1.54M sold.

United Capital Financial Advisors first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $3.51M in Q2 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • United Capital Financial Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 36,588 Whole Foods Market Inc shares in Q3 2017, an estimated $1.54M.
  • United Capital Financial Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Whole Foods Market Inc position peaked at $3.51M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.