BP
WFM

Banyan Partners’s Whole Foods Market Inc WFM Stock Holding History

Banyan Partners’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
Q3 		$381K Buy
+10,005
New +$382K 0.03% 338
2014
Q2 		– Sell
-30,625
Closed -$1.55M – 402
2014
Q1 		$1.55M Buy
30,625
+1,945
+7% +$104K 0.13% 178
2013
Q4 		$1.66M Buy
+28,680
New +$1.7M 0.12% 186

Other funds holding WFM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Banyan Partners's WFM Position: Q3 2014 in Review

Banyan Partners opened a new position in Whole Foods Market Inc (WFM) in Q3 2014: 10,005 shares worth $381K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings. This is a return to the name: Banyan Partners previously reported a position in WFM as recently as Q1 2014.

Banyan Partners first reported a position in WFM in Q4 2013 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2013. 612 funds tracked by Wall St. Rank hold WFM as of Q3 2014.

  • Banyan Partners held 10,005 shares of Whole Foods Market Inc worth $381K as of Q3 2014.
  • Whole Foods Market Inc was a new Banyan Partners position in Q3 2014.
  • Whole Foods Market Inc made up 0.03% of Banyan Partners's portfolio in Q3 2014, its #338 holding.
  • Banyan Partners first reported a position in Whole Foods Market Inc in Q4 2013 and has held it in 3 quarters since.
  • Banyan Partners's Whole Foods Market Inc position peaked at $1.66M in Q4 2013.
  • 612 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.