BMO
WFM

Beck Mack & Oliver’s Whole Foods Market Inc WFM Stock Holding History

Beck Mack & Oliver’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
2015
Q4 		– Sell
-8,800
Closed -$279K – 332
2015
Q3 		$279K Hold
8,800
– – 0.01% 258
2015
Q2 		$347K Hold
8,800
– – 0.01% 258
2015
Q1 		$458K Hold
8,800
– – 0.01% 240
2014
Q4 		$444K Sell
8,800
-2
-0% -$88 0.01% 247
2014
Q3 		$335K Hold
8,802
– – 0.01% 272
2014
Q2 		$340K Buy
+8,802
New +$384K 0.01% 279

Other funds holding WFM

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Beck Mack & Oliver's WFM Position: Q4 2015 in Review

Beck Mack & Oliver sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 8,800 shares — an estimated $279K sold.

Beck Mack & Oliver first reported a position in WFM in Q2 2014 and held it in 6 quarters. The position peaked at $458K in Q1 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • Beck Mack & Oliver reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 8,800 Whole Foods Market Inc shares in Q4 2015, an estimated $279K.
  • Beck Mack & Oliver first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 6 quarters.
  • Beck Mack & Oliver's Whole Foods Market Inc position peaked at $458K in Q1 2015.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Beck Mack & Oliver's 13F filing for Q4 2015, filed 1 Feb 2016.