AWM
WFM

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

Altavista Wealth 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
2014
Q1 		– Sell
-13,441
Closed -$777K – 124
2013
Q4 		$777K Sell
13,441
-1,567
-10% -$92.9K 0.47% 68
2013
Q3 		$878K Sell
15,008
-410
-3% -$22.6K 0.57% 57
2013
Q2 		$794K Buy
+15,418
New +$744K 0.53% 61

Other funds holding WFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return

Altavista Wealth Management's WFM Position: Q1 2014 in Review

Altavista Wealth Management sold out of Whole Foods Market Inc (WFM) in Q1 2014, closing a stake of 13,441 shares — an estimated $777K sold.

Altavista Wealth Management first reported a position in WFM in Q2 2013 and held it in 3 quarters. The position peaked at $878K in Q3 2013. 625 funds tracked by Wall St. Rank hold WFM as of Q1 2014.

  • Altavista Wealth Management reported no remaining Whole Foods Market Inc position as of Q1 2014 after selling out during the quarter.
  • Altavista Wealth Management sold 13,441 Whole Foods Market Inc shares in Q1 2014, an estimated $777K.
  • Altavista Wealth Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 3 quarters.
  • Altavista Wealth Management's Whole Foods Market Inc position peaked at $878K in Q3 2013.
  • 625 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2014.

Based on Altavista Wealth Management's 13F filing for Q1 2014, filed 6 May 2014.