Capital Guardian Trust’s Whole Foods Market Inc WFM Stock Holding History

Capital Guardian Trust’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	-800	Closed	-$25K	–	714
2016 Q4	$25K	Hold	800	–	–	﹤0.01%	503
2016 Q3	$23K	Buy	+800	New	+$24.6K	﹤0.01%	495
2014 Q3	–	Sell	-240	Closed	-$9K	–	684
2014 Q2	$9K	Sell	240 -760	-76%	-$33.1K	﹤0.01%	478
2014 Q1	$51K	Buy	+1,000	New	+$53.3K	﹤0.01%	384

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Guardian Trust's WFM Position: Q1 2017 in Review

Capital Guardian Trust sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 800 shares — an estimated $25K sold.

Capital Guardian Trust first reported a position in WFM in Q1 2014 and held it in 4 quarters. The position peaked at $51K in Q1 2014. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

Capital Guardian Trust reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
Capital Guardian Trust sold 800 Whole Foods Market Inc shares in Q1 2017, an estimated $25K.
Capital Guardian Trust first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 4 quarters.
Capital Guardian Trust's Whole Foods Market Inc position peaked at $51K in Q1 2014.
587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Capital Guardian Trust's 13F filing for Q1 2017, filed 15 May 2017.