BCA
WFM

Benchmark Capital Advisors’s Whole Foods Market Inc WFM Stock Holding History

Benchmark Capital Advisors’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
-13,200
Closed -$503K – 126
2014
Q3 		$503K Sell
13,200
-4,400
-25% -$168K 0.35% 78
2014
Q2 		$680K Buy
+17,600
New +$767K 0.43% 68

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

Benchmark Capital Advisors's WFM Position: Q4 2014 in Review

Benchmark Capital Advisors sold out of Whole Foods Market Inc (WFM) in Q4 2014, closing a stake of 13,200 shares — an estimated $503K sold.

Benchmark Capital Advisors first reported a position in WFM in Q2 2014 and held it in 2 quarters. The position peaked at $680K in Q2 2014. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Benchmark Capital Advisors reported no remaining Whole Foods Market Inc position as of Q4 2014 after selling out during the quarter.
  • Benchmark Capital Advisors sold 13,200 Whole Foods Market Inc shares in Q4 2014, an estimated $503K.
  • Benchmark Capital Advisors first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 2 quarters.
  • Benchmark Capital Advisors's Whole Foods Market Inc position peaked at $680K in Q2 2014.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Benchmark Capital Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.