ACG Wealth’s Whole Foods Market Inc WFM Stock Holding History

ACG Wealth’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
2015 Q2	–	Sell	-4,086	Closed	-$213K	–	224
2015 Q1	$213K	Buy	+4,086	New	+$219K	0.06%	194

Other funds holding WFM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACG Wealth's WFM Position: Q2 2015 in Review

ACG Wealth sold out of Whole Foods Market Inc (WFM) in Q2 2015, closing a stake of 4,086 shares — an estimated $213K sold.

ACG Wealth first reported a position in WFM in Q1 2015 and held it in 1 quarter. The position peaked at $213K in Q1 2015. 684 funds tracked by Wall St. Rank hold WFM as of Q2 2015.

ACG Wealth reported no remaining Whole Foods Market Inc position as of Q2 2015 after selling out during the quarter.
ACG Wealth sold 4,086 Whole Foods Market Inc shares in Q2 2015, an estimated $213K.
ACG Wealth first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 1 quarter.
ACG Wealth's Whole Foods Market Inc position peaked at $213K in Q1 2015.
684 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2015.

Based on ACG Wealth's 13F filing for Q2 2015, filed 14 Aug 2015.