AIM
WFM

Acuity Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Acuity Investment Management’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
2013
Q4 		– Sell
-40,600
Closed -$2.37M – 183
2013
Q3 		$2.37M Hold
40,600
– – 0.32% 70
2013
Q2 		$2.09M Buy
+40,600
New +$1.96M 0.27% 73

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Vanguard Group
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State Street
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acuity Investment Management's WFM Position: Q4 2013 in Review

Acuity Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2013, closing a stake of 40,600 shares — an estimated $2.37M sold.

Acuity Investment Management first reported a position in WFM in Q2 2013 and held it in 2 quarters. The position peaked at $2.37M in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Acuity Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2013 after selling out during the quarter.
  • Acuity Investment Management sold 40,600 Whole Foods Market Inc shares in Q4 2013, an estimated $2.37M.
  • Acuity Investment Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 2 quarters.
  • Acuity Investment Management's Whole Foods Market Inc position peaked at $2.37M in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Acuity Investment Management's 13F filing for Q4 2013, filed 30 Jan 2014.