BPB
WFM

Badgley, Phelps & Bell’s Whole Foods Market Inc WFM Stock Holding History

Badgley, Phelps & Bell’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
Q2 		– Sell
-107,488
Closed -$5.45M – 182
2014
Q1 		$5.45M Buy
107,488
+64,743
+151% +$3.45M 0.56% 82
2013
Q4 		$2.47M Buy
+42,745
New +$2.53M 0.26% 102

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State Street
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Goldman Sachs
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Wells Fargo
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BIT
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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Badgley, Phelps & Bell's WFM Position: Q2 2014 in Review

Badgley, Phelps & Bell sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 107,488 shares — an estimated $5.45M sold.

Badgley, Phelps & Bell first reported a position in WFM in Q4 2013 and held it in 2 quarters. The position peaked at $5.45M in Q1 2014. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • Badgley, Phelps & Bell reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 107,488 Whole Foods Market Inc shares in Q2 2014, an estimated $5.45M.
  • Badgley, Phelps & Bell first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 2 quarters.
  • Badgley, Phelps & Bell's Whole Foods Market Inc position peaked at $5.45M in Q1 2014.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2014, filed 1 Aug 2014.