ACM
WFM

Avalon Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Avalon Capital 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
2016
Q3 		– Sell
-45,592
Closed -$1.46M – 99
2016
Q2 		$1.46M Buy
+45,592
New +$1.42M 1.14% 36

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Avalon Capital Management's WFM Position: Q3 2016 in Review

Avalon Capital Management sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 45,592 shares — an estimated $1.46M sold.

Avalon Capital Management first reported a position in WFM in Q2 2016 and held it in 1 quarter. The position peaked at $1.46M in Q2 2016. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

  • Avalon Capital Management reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
  • Avalon Capital Management sold 45,592 Whole Foods Market Inc shares in Q3 2016, an estimated $1.46M.
  • Avalon Capital Management first reported a position in Whole Foods Market Inc in Q2 2016 and held it in 1 quarter.
  • Avalon Capital Management's Whole Foods Market Inc position peaked at $1.46M in Q2 2016.
  • 601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on Avalon Capital Management's 13F filing for Q3 2016, filed 18 Oct 2016.