AIM
WFM

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

Ada 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
2015
Q4 		– Sell
-9,693
Closed -$307K – 616
2015
Q3 		$307K Buy
+9,693
New +$343K 0.16% 253

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Ada Investment Management's WFM Position: Q4 2015 in Review

Ada Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 9,693 shares — an estimated $307K sold.

Ada Investment Management first reported a position in WFM in Q3 2015 and held it in 1 quarter. The position peaked at $307K in Q3 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • Ada Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 9,693 Whole Foods Market Inc shares in Q4 2015, an estimated $307K.
  • Ada Investment Management first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Whole Foods Market Inc position peaked at $307K in Q3 2015.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.