CIM
WFM

Calvert Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-26,032
Closed -$801K – 744
2016
Q4 		$801K Sell
26,032
-754
-3% -$22.7K 0.03% 427
2016
Q3 		$759K Buy
26,786
+1,173
+5% +$36.1K 0.03% 445
2016
Q2 		$820K Buy
25,613
+1,533
+6% +$47.7K 0.03% 388
2016
Q1 		$749K Buy
24,080
+1,517
+7% +$47.5K 0.03% 383
2015
Q4 		$756K Buy
22,563
+4,516
+25% +$144K 0.03% 347
2015
Q3 		$571K Buy
18,047
+880
+5% +$31.1K 0.03% 330
2015
Q2 		$677K Buy
17,167
+1,415
+9% +$63.3K 0.03% 310
2015
Q1 		$820K Buy
15,752
+1,625
+12% +$87.1K 0.05% 251
2014
Q4 		$712K Buy
14,127
+871
+7% +$38.4K 0.05% 265
2014
Q3 		$505K Buy
+13,256
New +$506K 0.04% 318
2014
Q1 		– Sell
-3,583
Closed -$207K – 360
2013
Q4 		$207K Hold
3,583
– – 0.02% 325
2013
Q3 		$210K Buy
+3,583
New +$198K 0.03% 301

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calvert Investment Management's WFM Position: Q1 2017 in Review

Calvert Investment Management sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 26,032 shares — an estimated $801K sold.

Calvert Investment Management first reported a position in WFM in Q3 2013 and held it in 12 quarters. The position peaked at $820K in Q2 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Calvert Investment Management reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 26,032 Whole Foods Market Inc shares in Q1 2017, an estimated $801K.
  • Calvert Investment Management first reported a position in Whole Foods Market Inc in Q3 2013 and held it in 12 quarters.
  • Calvert Investment Management's Whole Foods Market Inc position peaked at $820K in Q2 2016.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.