WPC
WFM

Waters Parkerson & Co’s Whole Foods Market Inc WFM Stock Holding History

Waters Parkerson & Co’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
-5,000
Closed -$211K – 180
2017
Q2 		$211K Buy
+5,000
New +$182K 0.02% 162
2016
Q1 		– Sell
-6,000
Closed -$201K – 150
2015
Q4 		$201K Buy
+6,000
New +$191K 0.02% 139
2015
Q2 		– Sell
-5,095
Closed -$265K – 148
2015
Q1 		$265K Hold
5,095
– – 0.03% 123
2014
Q4 		$257K Buy
+5,095
New +$224K 0.03% 123

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

Waters Parkerson & Co's WFM Position: Q3 2017 in Review

Waters Parkerson & Co sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 5,000 shares — an estimated $211K sold.

Waters Parkerson & Co first reported a position in WFM in Q4 2014 and held it in 4 quarters. The position peaked at $265K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Waters Parkerson & Co reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Waters Parkerson & Co sold 5,000 Whole Foods Market Inc shares in Q3 2017, an estimated $211K.
  • Waters Parkerson & Co first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 4 quarters.
  • Waters Parkerson & Co's Whole Foods Market Inc position peaked at $265K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Waters Parkerson & Co's 13F filing for Q3 2017, filed 13 Nov 2017.