ZIC
WFM

ZWJ Investment Counsel’s Whole Foods Market Inc WFM Stock Holding History

ZWJ Investment Counsel’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
-14,681
Closed -$618K – 314
2017
Q2 		$618K Sell
14,681
-8,535
-37% -$311K 0.05% 143
2017
Q1 		$690K Buy
+23,216
New +$699K 0.06% 138

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 $712M AUM 34.39% 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

ZWJ Investment Counsel's WFM Position: Q3 2017 in Review

ZWJ Investment Counsel sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 14,681 shares — an estimated $618K sold.

ZWJ Investment Counsel first reported a position in WFM in Q1 2017 and held it in 2 quarters. The position peaked at $690K in Q1 2017. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • ZWJ Investment Counsel reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • ZWJ Investment Counsel sold 14,681 Whole Foods Market Inc shares in Q3 2017, an estimated $618K.
  • ZWJ Investment Counsel first reported a position in Whole Foods Market Inc in Q1 2017 and held it in 2 quarters.
  • ZWJ Investment Counsel's Whole Foods Market Inc position peaked at $690K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on ZWJ Investment Counsel's 13F filing for Q3 2017, filed 3 Nov 2017.