CI
WFM

Constellation Investments’s Whole Foods Market Inc WFM Stock Holding History

Constellation Investments’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
Q1 		$487K Sell
15,650
-450
-3% -$14.1K 0.09% 247
2015
Q4 		$539K Sell
16,100
-550
-3% -$17.5K 0.1% 219
2015
Q3 		$527K Buy
16,650
+25
+0.2% +$884 0.11% 208
2015
Q2 		$656K Buy
16,625
+75
+0.5% +$3.35K 0.13% 180
2015
Q1 		$862K Buy
16,550
+475
+3% +$25.5K 0.16% 137
2014
Q4 		$811K Buy
16,075
+425
+3% +$18.7K 0.16% 143
2014
Q3 		$596K Sell
15,650
-200
-1% -$7.64K 0.13% 173
2014
Q2 		$612K Sell
15,850
-350
-2% -$15.3K 0.14% 169
2014
Q1 		$822K Buy
16,200
+800
+5% +$42.6K 0.2% 113
2013
Q4 		$891K Buy
15,400
+1,050
+7% +$62.3K 0.23% 100
2013
Q3 		$839K Buy
14,350
+1,350
+10% +$74.5K 0.26% 91
2013
Q2 		$669K Buy
+13,000
New +$627K 0.23% 96

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return