WEC
WFM

Winslow Evans & Crocker’s Whole Foods Market Inc WFM Stock Holding History

Winslow Evans & Crocker’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
-3,428
Closed -$132K – 1304
2017
Q2 		$132K Buy
3,428
+2,154
+169% +$78.5K 0.04% 380
2017
Q1 		$37.9K Buy
1,274
+16
+1% +$482 0.01% 594
2016
Q4 		$38.7K Sell
1,258
-1,028
-45% -$30.9K 0.01% 590
2016
Q3 		$64.8K Sell
2,286
-2
-0.1% -$62 0.02% 490
2016
Q2 		$73.2K Sell
2,288
-99
-4% -$3.08K 0.02% 440
2016
Q1 		$74.3K Sell
2,387
-133
-5% -$4.16K 0.02% 423
2015
Q4 		$84.4K Buy
2,520
+1,656
+192% +$52.7K 0.02% 431
2015
Q3 		$27.3K Sell
864
-24
-3% -$848 0.01% 643
2015
Q2 		$35K Buy
888
+568
+178% +$25.4K 0.01% 627
2015
Q1 		$16.7K Hold
320
– – ﹤0.01% 768
2014
Q4 		$16.1K Hold
320
– – ﹤0.01% 783
2014
Q3 		$12.2K Sell
320
-45
-12% -$1.72K ﹤0.01% 851
2014
Q2 		$14.1K Sell
365
-55
-13% -$2.4K ﹤0.01% 763
2014
Q1 		$21.3K Hold
420
– – 0.01% 652
2013
Q4 		$24K Buy
+420
New +$24.9K 0.01% 652

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $676M AUM 26.18% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 0.94% 1-Year Est. Return