CIBC Private Wealth Group’s Whole Foods Market Inc WFM Stock Holding History

CIBC Private Wealth Group’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
2016 Q3	–	Sell	-11,733	Closed	-$376K	–	612
2016 Q2	$376K	Sell	11,733 -174	-1%	-$5.41K	﹤0.01%	552
2016 Q1	$371K	Sell	11,907 -481	-4%	-$15.1K	﹤0.01%	544
2015 Q4	$414K	Sell	12,388 -200	-2%	-$6.36K	﹤0.01%	541
2015 Q3	$399K	Sell	12,588 -373	-3%	-$13.2K	﹤0.01%	553
2015 Q2	$512K	Buy	12,961 +96	+0.7%	+$4.29K	﹤0.01%	551
2015 Q1	$670K	Sell	12,865 -2,600	-17%	-$139K	﹤0.01%	515
2014 Q4	$779K	Sell	15,465 -100	-0.6%	-$4.41K	0.01%	497
2014 Q3	$592K	Sell	15,565 -13,300	-46%	-$508K	﹤0.01%	517
2014 Q2	$1.11M	Sell	28,865 -15,048	-34%	-$656K	0.01%	424
2014 Q1	$2.31M	Buy	+43,913	New	+$2.34M	0.02%	348

Other funds holding WFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIBC Private Wealth Group's WFM Position: Q3 2016 in Review

CIBC Private Wealth Group sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 11,733 shares — an estimated $376K sold.

CIBC Private Wealth Group first reported a position in WFM in Q1 2014 and held it in 10 quarters. The position peaked at $2.31M in Q1 2014. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

CIBC Private Wealth Group reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
CIBC Private Wealth Group sold 11,733 Whole Foods Market Inc shares in Q3 2016, an estimated $376K.
CIBC Private Wealth Group first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 10 quarters.
CIBC Private Wealth Group's Whole Foods Market Inc position peaked at $2.31M in Q1 2014.
601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on CIBC Private Wealth Group's 13F filing for Q3 2016, filed 9 Nov 2016.