Wealthcare Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Wealthcare Capital Management’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	-200	Closed	-$8K	–	201
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	130
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	144
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	142
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	144
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	143
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	153
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	161
2015 Q3	$6K	Sell	200 -200	-50%	-$7.07K	﹤0.01%	183
2015 Q2	$16K	Sell	400 -38	-9%	-$1.7K	﹤0.01%	170
2015 Q1	$23K	Buy	438 +238	+119%	+$12.8K	﹤0.01%	379
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	130
2014 Q3	$8K	Sell	200 -150	-43%	-$5.73K	﹤0.01%	181
2014 Q2	$14K	Sell	350 -150	-30%	-$6.54K	﹤0.01%	117
2014 Q1	$25K	Buy	500 +200	+67%	+$10.7K	﹤0.01%	102
2013 Q4	$17K	Hold	300	–	–	﹤0.01%	70
2013 Q3	$18K	Hold	300	–	–	﹤0.01%	67
2013 Q2	$15K	Buy	+300	New	+$14.5K	﹤0.01%	72

Other funds holding WFM

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

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

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

Wealthcare Capital Management's WFM Position: Q3 2017 in Review

Wealthcare Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in WFM in Q2 2013 and held it in 17 quarters. The position peaked at $25K in Q1 2014. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

Wealthcare Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
Wealthcare Capital Management sold 200 Whole Foods Market Inc shares in Q3 2017, an estimated $8K.
Wealthcare Capital Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 17 quarters.
Wealthcare Capital Management's Whole Foods Market Inc position peaked at $25K in Q1 2014.
7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Wealthcare Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.