VIA
WFM

Vantage Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Vantage Investment 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
-2,350
Closed -$99K – 850
2017
Q2 		$99K Hold
2,350
– – 0.03% 184
2017
Q1 		$70K Hold
2,350
– – 0.02% 211
2016
Q4 		$72K Hold
2,350
– – 0.03% 205
2016
Q3 		$67K Hold
2,350
– – 0.03% 209
2016
Q2 		$75K Hold
2,350
– – 0.03% 210
2016
Q1 		$73K Buy
2,350
+320
+16% +$10K 0.03% 202
2015
Q4 		$68K Buy
2,030
+1,545
+319% +$49.1K 0.03% 204
2015
Q3 		$15K Buy
+485
New +$17.1K 0.01% 424
2015
Q2 		– Sell
-440
Closed -$23K – 814
2015
Q1 		$23K Buy
440
+20
+5% +$1.07K 0.01% 473
2014
Q4 		$21K Buy
420
+200
+91% +$8.81K 0.01% 374
2014
Q3 		$8K Hold
220
– – ﹤0.01% 512
2014
Q2 		$8K Hold
220
– – ﹤0.01% 515
2014
Q1 		$11K Hold
220
– – 0.01% 425
2013
Q4 		$13K Buy
+220
New +$13K 0.01% 386

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

Vantage Investment Advisors's WFM Position: Q3 2017 in Review

Vantage Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 2,350 shares — an estimated $99K sold.

Vantage Investment Advisors first reported a position in WFM in Q4 2013 and held it in 14 quarters. The position peaked at $99K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Vantage Investment Advisors reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Vantage Investment Advisors sold 2,350 Whole Foods Market Inc shares in Q3 2017, an estimated $99K.
  • Vantage Investment Advisors first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 14 quarters.
  • Vantage Investment Advisors's Whole Foods Market Inc position peaked at $99K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.