CWM
WFM

Calamos Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Calamos Wealth Management’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
-14,470
Closed -$551K – 240
2014
Q3 		$551K Sell
14,470
-15
-0.1% -$573 0.16% 174
2014
Q2 		$560K Sell
14,485
-23,595
-62% -$1.03M 0.16% 176
2014
Q1 		$1.93M Buy
38,080
+15,470
+68% +$824K 0.57% 69
2013
Q4 		$1.31M Buy
+22,610
New +$1.34M 0.4% 94

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 $3.37T 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
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

Calamos Wealth Management's WFM Position: Q4 2014 in Review

Calamos Wealth Management sold out of Whole Foods Market Inc (WFM) in Q4 2014, closing a stake of 14,470 shares — an estimated $551K sold.

Calamos Wealth Management first reported a position in WFM in Q4 2013 and held it in 4 quarters. The position peaked at $1.93M in Q1 2014. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Calamos Wealth Management reported no remaining Whole Foods Market Inc position as of Q4 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 14,470 Whole Foods Market Inc shares in Q4 2014, an estimated $551K.
  • Calamos Wealth Management first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 4 quarters.
  • Calamos Wealth Management's Whole Foods Market Inc position peaked at $1.93M in Q1 2014.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Calamos Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.