YWP
WFM

YorkBridge Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

YorkBridge Wealth Partners’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
-500
Closed -$21K – 942
2017
Q2 		$21K Sell
500
-20
-4% -$728 0.01% 507
2017
Q1 		$19K Hold
520
– – 0.01% 524
2016
Q4 		$16K Buy
+520
New +$15.6K 0.01% 502

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

YorkBridge Wealth Partners's WFM Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 500 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in WFM in Q4 2016 and held it in 3 quarters. The position peaked at $21K in Q2 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 500 Whole Foods Market Inc shares in Q3 2017, an estimated $21K.
  • YorkBridge Wealth Partners first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Whole Foods Market Inc position peaked at $21K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.