Atherton Lane Advisers’s Whole Foods Market Inc WFM Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$14.9M	Sell	443,769 -6,068	-1%	-$193K	0.87%	53
2015 Q3	$14.2M	Sell	449,837 -5,234	-1%	-$185K	0.89%	53
2015 Q2	$17.9M	Sell	455,071 -11,419	-2%	-$511K	0.99%	53
2015 Q1	$24.3M	Sell	466,490 -4,185	-0.9%	-$224K	1.31%	38
2014 Q4	$23.7M	Buy	470,675 +12,843	+3%	+$566K	1.3%	34
2014 Q3	$17.4M	Buy	457,832 +67,829	+17%	+$2.59M	0.99%	50
2014 Q2	$15.1M	Buy	390,003 +124,695	+47%	+$5.43M	0.84%	57
2014 Q1	$13.5M	Buy	265,308 +113,530	+75%	+$6.05M	0.83%	58
2013 Q4	$8.78M	Buy	+151,778	New	+$9M	0.55%	66

Other funds holding WFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

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

Atherton Lane Advisers's WFM Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Whole Foods Market Inc (WFM) stake by 1.3% in Q4 2015, selling an estimated $193K and leaving 443,769 shares worth $14.9M. The position accounts for 0.87% of the portfolio, ranked #53.

Atherton Lane Advisers first reported a position in WFM in Q4 2013 and has held it in 9 quarters since. The position peaked at $24.3M in Q1 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

Atherton Lane Advisers held 443,769 shares of Whole Foods Market Inc worth $14.9M as of Q4 2015.
Atherton Lane Advisers sold 6,068 Whole Foods Market Inc shares in Q4 2015, an estimated $193K.
Whole Foods Market Inc made up 0.87% of Atherton Lane Advisers's portfolio in Q4 2015, its #53 holding.
Atherton Lane Advisers first reported a position in Whole Foods Market Inc in Q4 2013 and has held it in 9 quarters since.
Atherton Lane Advisers's Whole Foods Market Inc position peaked at $24.3M in Q1 2015.
642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.