BRWA
WFM

B. Riley Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

B. Riley Wealth Advisors’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
2017
Q1 		– Sell
-7,045
Closed -$217K – 580
2016
Q4 		$217K Buy
+7,045
New +$212K 0.04% 442
2015
Q3 		– Sell
-6,229
Closed -$246K – 620
2015
Q2 		$246K Sell
6,229
-5,497
-47% -$246K 0.06% 387
2015
Q1 		$611K Sell
11,726
-5,463
-32% -$293K 0.15% 177
2014
Q4 		$5.68K Buy
17,189
+10,067
+141% +$444K 0.12% 208
2014
Q3 		$310K Sell
7,122
-8,520
-54% -$325K 0.08% 351
2014
Q2 		$302K Buy
15,642
+12,267
+363% +$535K 0.07% 314
2014
Q1 		$171K Sell
3,375
-811
-19% -$43.2K 0.05% 437
2013
Q4 		$242K Buy
4,186
+273
+7% +$16.2K 0.08% 293
2013
Q3 		$229K Buy
3,913
+190
+5% +$10.5K 0.08% 291
2013
Q2 		$192K Buy
+3,723
New +$180K 0.07% 339

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $18.8B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return