FNBT
WFM

FineMark National Bank & Trust’s Whole Foods Market Inc WFM Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-732
Closed -$23K – 1219
2016
Q4 		$23K Sell
732
-117
-14% -$3.52K ﹤0.01% 803
2016
Q3 		$24K Buy
849
+594
+233% +$18.3K ﹤0.01% 779
2016
Q2 		$8K Hold
255
– – ﹤0.01% 1006
2016
Q1 		$8K Hold
255
– – ﹤0.01% 963
2015
Q4 		$9K Sell
255
-30
-11% -$954 ﹤0.01% 969
2015
Q3 		$9K Sell
285
-500
-64% -$17.7K ﹤0.01% 1002
2015
Q2 		$31K Buy
785
+650
+481% +$29.1K ﹤0.01% 780
2015
Q1 		$8K Hold
135
– – ﹤0.01% 1053
2014
Q4 		$6K Sell
135
-730
-84% -$32.2K ﹤0.01% 1134
2014
Q3 		$33K Buy
865
+730
+541% +$27.9K 0.01% 754
2014
Q2 		$5K Sell
135
-520
-79% -$22.7K ﹤0.01% 1175
2014
Q1 		$33K Hold
655
– – 0.01% 730
2013
Q4 		$38K Hold
655
– – 0.01% 651
2013
Q3 		$39K Sell
655
-1,383
-68% -$76.4K 0.01% 624
2013
Q2 		$105K Buy
+2,038
New +$98.3K 0.03% 385

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JP
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Goldman Sachs
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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 $18.8B AUM 17.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return