W
WFM

Wealthfront’s Whole Foods Market Inc WFM Stock Holding History

Wealthfront’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
-7,613
Closed -$321K – 523
2017
Q2 		$321K Buy
+7,613
New +$277K ﹤0.01% 369
2015
Q4 		– Sell
-1,894
Closed -$60K – 1277
2015
Q3 		$60K Sell
1,894
-131
-6% -$4.63K ﹤0.01% 495
2015
Q2 		$80K Sell
2,025
-527
-21% -$23.6K ﹤0.01% 444
2015
Q1 		$133K Buy
2,552
+515
+25% +$27.6K 0.01% 334
2014
Q4 		$103K Buy
2,037
+66
+3% +$2.91K 0.01% 350
2014
Q3 		$75K Sell
1,971
-3
-0.2% -$115 0.01% 339
2014
Q2 		$77K Buy
1,974
+1,058
+116% +$46.1K 0.01% 278
2014
Q1 		$48K Buy
+916
New +$48.8K 0.01% 276

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 22.96% 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

Wealthfront's WFM Position: Q3 2017 in Review

Wealthfront sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 7,613 shares — an estimated $321K sold.

Wealthfront first reported a position in WFM in Q1 2014 and held it in 8 quarters. The position peaked at $321K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Wealthfront reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Wealthfront sold 7,613 Whole Foods Market Inc shares in Q3 2017, an estimated $321K.
  • Wealthfront first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 8 quarters.
  • Wealthfront's Whole Foods Market Inc position peaked at $321K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Wealthfront's 13F filing for Q3 2017, filed 14 Nov 2017.