Arden Trust’s Whole Foods Market Inc WFM Stock Holding History

Arden Trust’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
2016 Q3	–	Sell	-9,439	Closed	-$302K	–	543
2016 Q2	$302K	Buy	9,439 +87	+0.9%	+$2.71K	0.02%	468
2016 Q1	$290K	Sell	9,352 -2,406	-20%	-$75.3K	0.02%	479
2015 Q4	$394K	Sell	11,758 -3,919	-25%	-$125K	0.03%	413
2015 Q3	$496K	Buy	15,677 +3,098	+25%	+$110K	0.04%	396
2015 Q2	$496K	Sell	12,579 -1,696	-12%	-$75.8K	0.07%	268
2015 Q1	$743K	Buy	+14,275	New	+$765K	0.11%	228

Other funds holding WFM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Arden Trust's WFM Position: Q3 2016 in Review

Arden Trust sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 9,439 shares — an estimated $302K sold.

Arden Trust first reported a position in WFM in Q1 2015 and held it in 6 quarters. The position peaked at $743K in Q1 2015. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

Arden Trust reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
Arden Trust sold 9,439 Whole Foods Market Inc shares in Q3 2016, an estimated $302K.
Arden Trust first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 6 quarters.
Arden Trust's Whole Foods Market Inc position peaked at $743K in Q1 2015.
601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on Arden Trust's 13F filing for Q3 2016, filed 14 Oct 2016.