BFG
WFM

Beacon Financial Group’s Whole Foods Market Inc WFM Stock Holding History

Beacon Financial Group’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
Q4 		– Sell
-7,679
Closed -$288K – 207
2014
Q3 		$288K Buy
+7,679
New +$293K 0.06% 156

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Financial Group's WFM Position: Q4 2014 in Review

Beacon Financial Group sold out of Whole Foods Market Inc (WFM) in Q4 2014, closing a stake of 7,679 shares — an estimated $288K sold.

Beacon Financial Group first reported a position in WFM in Q3 2014 and held it in 1 quarter. The position peaked at $288K in Q3 2014. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Beacon Financial Group reported no remaining Whole Foods Market Inc position as of Q4 2014 after selling out during the quarter.
  • Beacon Financial Group sold 7,679 Whole Foods Market Inc shares in Q4 2014, an estimated $288K.
  • Beacon Financial Group first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 1 quarter.
  • Beacon Financial Group's Whole Foods Market Inc position peaked at $288K in Q3 2014.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Beacon Financial Group's 13F filing for Q4 2014, filed 15 Jan 2015.