AIA
WFM

AGF Investments America’s Whole Foods Market Inc WFM Stock Holding History

AGF Investments America’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
2014
Q2 		– Sell
-73,300
Closed -$3.72M – 81
2014
Q1 		$3.72M Sell
73,300
-72,100
-50% -$3.84M 1.44% 26
2013
Q4 		$8.41M Buy
145,400
+52,000
+56% +$3.08M 2.91% 14
2013
Q3 		$5.46M Hold
93,400
– – 1.92% 22
2013
Q2 		$4.81M Buy
+93,400
New +$4.51M 1.68% 24

Other funds holding WFM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AGF Investments America's WFM Position: Q2 2014 in Review

AGF Investments America sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 73,300 shares — an estimated $3.72M sold.

AGF Investments America first reported a position in WFM in Q2 2013 and held it in 4 quarters. The position peaked at $8.41M in Q4 2013. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • AGF Investments America reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • AGF Investments America sold 73,300 Whole Foods Market Inc shares in Q2 2014, an estimated $3.72M.
  • AGF Investments America first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 4 quarters.
  • AGF Investments America's Whole Foods Market Inc position peaked at $8.41M in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on AGF Investments America's 13F filing for Q2 2014, filed 30 Jul 2014.