Advocacy Wealth Management Services’s Whole Foods Market Inc WFM Stock Holding History

Advocacy Wealth Management Services’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 Q3	$47K	Buy	+800	New	+$44.2K	0.13%	122

Other funds holding WFM

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BIT

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

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

Advocacy Wealth Management Services's WFM Position: Q3 2013 in Review

Advocacy Wealth Management Services opened a new position in Whole Foods Market Inc (WFM) in Q3 2013: 800 shares worth $47K. The stake represents 0.13% of the portfolio and ranks #122 among its holdings.

565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

Advocacy Wealth Management Services held 800 shares of Whole Foods Market Inc worth $47K as of Q3 2013.
Whole Foods Market Inc was a new Advocacy Wealth Management Services position in Q3 2013.
Whole Foods Market Inc made up 0.13% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #122 holding.
565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.