EAMA
WFM

EFG Asset Management (Americas)’s Whole Foods Market Inc WFM Stock Holding History

EFG Asset Management (Americas)’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
2014
Q3 		– Sell
-502
Closed -$19K – 134
2014
Q2 		$19K Hold
502
– – 0.02% 109
2014
Q1 		$25K Buy
+502
New +$26.7K 0.02% 103

Other funds holding WFM

Baillie Gifford & Co
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

EFG Asset Management (Americas)'s WFM Position: Q3 2014 in Review

EFG Asset Management (Americas) sold out of Whole Foods Market Inc (WFM) in Q3 2014, closing a stake of 502 shares — an estimated $19K sold.

EFG Asset Management (Americas) first reported a position in WFM in Q1 2014 and held it in 2 quarters. The position peaked at $25K in Q1 2014. 612 funds tracked by Wall St. Rank hold WFM as of Q3 2014.

  • EFG Asset Management (Americas) reported no remaining Whole Foods Market Inc position as of Q3 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 502 Whole Foods Market Inc shares in Q3 2014, an estimated $19K.
  • EFG Asset Management (Americas) first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Whole Foods Market Inc position peaked at $25K in Q1 2014.
  • 612 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2014, filed 14 Nov 2014.