WCF
WFM

West Coast Financial’s Whole Foods Market Inc WFM Stock Holding History

West Coast Financial’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
-6,084
Closed -$256K – 144
2017
Q2 		$256K Sell
6,084
-122,987
-95% -$4.48M 0.08% 103
2017
Q1 		$3.84M Sell
129,071
-524
-0.4% -$15.8K 1.22% 30
2016
Q4 		$3.99M Sell
129,595
-760
-0.6% -$22.9K 1.27% 27
2016
Q3 		$3.7M Sell
130,355
-9,457
-7% -$291K 1.19% 30
2016
Q2 		$4.48M Sell
139,812
-1,070
-0.8% -$33.3K 1.62% 23
2016
Q1 		$4.38M Sell
140,882
-4,154
-3% -$130K 1.81% 21
2015
Q4 		$4.86M Sell
145,036
-2,898
-2% -$92.2K 2.03% 17
2015
Q3 		$4.68M Buy
147,934
+3,260
+2% +$115K 2.09% 17
2015
Q2 		$5.71M Buy
144,674
+86,776
+150% +$3.88M 2.5% 5
2015
Q1 		$3.02M Buy
57,898
+3,438
+6% +$184K 1.4% 31
2014
Q4 		$2.75M Buy
54,460
+660
+1% +$29.1K 1.42% 35
2014
Q3 		$2.05M Buy
+53,800
New +$2.06M 1.15% 41

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 $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

West Coast Financial's WFM Position: Q3 2017 in Review

West Coast Financial sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 6,084 shares — an estimated $256K sold.

West Coast Financial first reported a position in WFM in Q3 2014 and held it in 12 quarters. The position peaked at $5.71M in Q2 2015. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • West Coast Financial reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • West Coast Financial sold 6,084 Whole Foods Market Inc shares in Q3 2017, an estimated $256K.
  • West Coast Financial first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 12 quarters.
  • West Coast Financial's Whole Foods Market Inc position peaked at $5.71M in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on West Coast Financial's 13F filing for Q3 2017, filed 2 Nov 2017.