DWA
WFM

Douglass Winthrop Advisors’s Whole Foods Market Inc WFM Stock Holding History

Douglass Winthrop Advisors’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
Q4 		– Sell
-7,317
Closed -$207K – 249
2016
Q3 		$207K Sell
7,317
-500
-6% -$15.4K 0.01% 235
2016
Q2 		$250K Buy
+7,817
New +$243K 0.02% 210

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Douglass Winthrop Advisors's WFM Position: Q4 2016 in Review

Douglass Winthrop Advisors sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 7,317 shares — an estimated $207K sold.

Douglass Winthrop Advisors first reported a position in WFM in Q2 2016 and held it in 2 quarters. The position peaked at $250K in Q2 2016. 641 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

  • Douglass Winthrop Advisors reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 7,317 Whole Foods Market Inc shares in Q4 2016, an estimated $207K.
  • Douglass Winthrop Advisors first reported a position in Whole Foods Market Inc in Q2 2016 and held it in 2 quarters.
  • Douglass Winthrop Advisors's Whole Foods Market Inc position peaked at $250K in Q2 2016.
  • 641 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.