APU
WFM

Alpine Partners USVI’s Whole Foods Market Inc WFM Stock Holding History

Alpine Partners USVI’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
Q4 		$237K Buy
+4,708
New +$207K 0.79% 51
2013
Q3 		– Sell
-13,832
Closed -$712K – 165
2013
Q2 		$712K Buy
+13,832
New +$667K 0.23% 76

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpine Partners USVI's WFM Position: Q4 2014 in Review

Alpine Partners USVI opened a new position in Whole Foods Market Inc (WFM) in Q4 2014: 4,708 shares worth $237K. The stake represents 0.79% of the portfolio and ranks #51 among its holdings. This is a return to the name: Alpine Partners USVI previously reported a position in WFM as recently as Q2 2013.

Alpine Partners USVI first reported a position in WFM in Q2 2013 and has held it in 2 quarters since. The position peaked at $712K in Q2 2013. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Alpine Partners USVI held 4,708 shares of Whole Foods Market Inc worth $237K as of Q4 2014.
  • Whole Foods Market Inc was a new Alpine Partners USVI position in Q4 2014.
  • Whole Foods Market Inc made up 0.79% of Alpine Partners USVI's portfolio in Q4 2014, its #51 holding.
  • Alpine Partners USVI first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 2 quarters since.
  • Alpine Partners USVI's Whole Foods Market Inc position peaked at $712K in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Alpine Partners USVI's 13F filing for Q4 2014, filed 12 Feb 2015.