WAM
WFM

Wealthspire Advisors (Maryland)’s Whole Foods Market Inc WFM Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,482
Closed -$62K – 2624
2017
Q2 		$62K Sell
1,482
-752
-34% -$27.4K 0.01% 873
2017
Q1 		$66K Buy
2,234
+522
+30% +$15.7K 0.01% 727
2016
Q4 		$53K Sell
1,712
-634
-27% -$19.1K 0.01% 755
2016
Q3 		$67K Buy
2,346
+196
+9% +$6.03K 0.01% 704
2016
Q2 		$69K Buy
2,150
+40
+2% +$1.24K 0.01% 643
2016
Q1 		$66K Sell
2,110
-25
-1% -$782 0.01% 630
2015
Q4 		$72K Buy
+2,135
New +$67.9K 0.01% 618

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

Wealthspire Advisors (Maryland)'s WFM Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,482 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in WFM in Q4 2015 and held it in 7 quarters. The position peaked at $72K in Q4 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,482 Whole Foods Market Inc shares in Q3 2017, an estimated $62K.
  • Wealthspire Advisors (Maryland) first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Whole Foods Market Inc position peaked at $72K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.