WB
WFM

Webster Bank’s Whole Foods Market Inc WFM Stock Holding History

Webster Bank’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
-1,000
Closed -$42K – 565
2017
Q2 		$42K Hold
1,000
– – 0.01% 370
2017
Q1 		$30K Sell
1,000
-800
-44% -$24.1K ﹤0.01% 423
2016
Q4 		$56K Sell
1,800
-19,191
-91% -$577K 0.01% 341
2016
Q3 		$595K Sell
20,991
-10,411
-33% -$320K 0.09% 142
2016
Q2 		$1M Sell
31,402
-4,060
-11% -$126K 0.15% 115
2016
Q1 		$1.1M Sell
35,462
-750
-2% -$23.5K 0.17% 108
2015
Q4 		$1.21M Sell
36,212
-4,965
-12% -$158K 0.19% 102
2015
Q3 		$1.3M Sell
41,177
-7,980
-16% -$282K 0.24% 85
2015
Q2 		$1.94M Buy
49,157
+5,722
+13% +$256K 0.32% 73
2015
Q1 		$2.26M Buy
43,435
+1,615
+4% +$86.5K 0.37% 68
2014
Q4 		$2.11M Buy
+41,820
New +$1.84M 0.35% 69

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

Webster Bank's WFM Position: Q3 2017 in Review

Webster Bank sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 1,000 shares — an estimated $42K sold.

Webster Bank first reported a position in WFM in Q4 2014 and held it in 11 quarters. The position peaked at $2.26M in Q1 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Webster Bank reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Webster Bank sold 1,000 Whole Foods Market Inc shares in Q3 2017, an estimated $42K.
  • Webster Bank first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 11 quarters.
  • Webster Bank's Whole Foods Market Inc position peaked at $2.26M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Webster Bank's 13F filing for Q3 2017, filed 12 Oct 2017.