Bartlett & Co’s Whole Foods Market Inc WFM Stock Holding History

Bartlett & Co’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 Q2	–	Sell	-200	Closed	-$6K	–	713
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	635
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	632
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	626
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	639
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	632
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	642
2015 Q3	$6K	Buy	+200	New	+$7.07K	﹤0.01%	652
2014 Q3	–	Sell	-10	Closed	–	–	729
2014 Q2	$0	Hold	10	–	–	﹤0.01%	743
2014 Q1	$1K	Buy	+10	New	+$533	﹤0.01%	695

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bartlett & Co's WFM Position: Q2 2017 in Review

Bartlett & Co sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 200 shares — an estimated $6K sold.

Bartlett & Co first reported a position in WFM in Q1 2014 and held it in 9 quarters. The position peaked at $7K in Q4 2015. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

Bartlett & Co reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
Bartlett & Co sold 200 Whole Foods Market Inc shares in Q2 2017, an estimated $6K.
Bartlett & Co first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 9 quarters.
Bartlett & Co's Whole Foods Market Inc position peaked at $7K in Q4 2015.
617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Bartlett & Co's 13F filing for Q2 2017, filed 18 Jul 2017.