EDRE
WFM

Edmond de Rothschild (Europe)’s Whole Foods Market Inc WFM Stock Holding History

Edmond de Rothschild (Europe)’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
2015
Q4 		– Sell
-3,000
Closed -$95K – 282
2015
Q3 		$95K Hold
3,000
– – 0.04% 150
2015
Q2 		$118K Buy
+3,000
New +$134K 0.04% 172

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Edmond de Rothschild (Europe)'s WFM Position: Q4 2015 in Review

Edmond de Rothschild (Europe) sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 3,000 shares — an estimated $95K sold.

Edmond de Rothschild (Europe) first reported a position in WFM in Q2 2015 and held it in 2 quarters. The position peaked at $118K in Q2 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • Edmond de Rothschild (Europe) reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild (Europe) sold 3,000 Whole Foods Market Inc shares in Q4 2015, an estimated $95K.
  • Edmond de Rothschild (Europe) first reported a position in Whole Foods Market Inc in Q2 2015 and held it in 2 quarters.
  • Edmond de Rothschild (Europe)'s Whole Foods Market Inc position peaked at $118K in Q2 2015.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q4 2015, filed 16 Feb 2016.