FWM
WFM

Focused Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Focused Wealth 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
2016
Q1 		– Sell
-102
Closed -$3K – 753
2015
Q4 		$3K Sell
102
-244
-71% -$7.76K ﹤0.01% 571
2015
Q3 		$11K Sell
346
-215
-38% -$7.6K 0.01% 392
2015
Q2 		$22K Buy
561
+1
+0.2% +$45 0.01% 297
2015
Q1 		$29K Sell
560
-274
-33% -$14.7K 0.02% 272
2014
Q4 		$42K Buy
834
+1
+0.1% +$44 0.03% 211
2014
Q3 		$32K Buy
833
+246
+42% +$9.4K 0.03% 255
2014
Q2 		$23K Buy
587
+535
+1,029% +$23.3K 0.02% 287
2014
Q1 		$3K Hold
52
– – ﹤0.01% 541
2013
Q4 		$3K Hold
52
– – ﹤0.01% 540
2013
Q3 		$3K Buy
+52
New +$2.87K ﹤0.01% 507

Other funds holding WFM

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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return