CCM
WFM

Credo Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Credo Capital 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
2013
Q4 		$24K Sell
409
-120
-23% -$7.12K 0.1% 110
2013
Q3 		$31K Buy
+529
New +$29.2K 0.05% 97

Other funds holding WFM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credo Capital Management's WFM Position: Q4 2013 in Review

Credo Capital Management reduced its Whole Foods Market Inc (WFM) stake by 23% in Q4 2013, selling an estimated $7.12K and leaving 409 shares worth $24K. The position accounts for 0.1% of the portfolio, ranked #110.

Credo Capital Management first reported a position in WFM in Q3 2013 and has held it in 2 quarters since. The position peaked at $31K in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Credo Capital Management held 409 shares of Whole Foods Market Inc worth $24K as of Q4 2013.
  • Credo Capital Management sold 120 Whole Foods Market Inc shares in Q4 2013, an estimated $7.12K.
  • Whole Foods Market Inc made up 0.1% of Credo Capital Management's portfolio in Q4 2013, its #110 holding.
  • Credo Capital Management first reported a position in Whole Foods Market Inc in Q3 2013 and has held it in 2 quarters since.
  • Credo Capital Management's Whole Foods Market Inc position peaked at $31K in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.