FBT
WFM

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

Founders 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
2014
Q4 		$50K Hold
1,000
– – 0.03% 182
2014
Q3 		$38K Hold
1,000
– – 0.02% 192
2014
Q2 		$39K Hold
1,000
– – 0.02% 188
2014
Q1 		$51K Hold
1,000
– – 0.03% 168
2013
Q4 		$53K Hold
1,000
– – 0.03% 167
2013
Q3 		$59K Hold
1,000
– – 0.03% 147
2013
Q2 		$51K Buy
+1,000
New +$48.2K 0.03% 149

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Founders Bank & Trust's WFM Position: Q4 2014 in Review

Founders Bank & Trust held its Whole Foods Market Inc (WFM) position steady in Q4 2014 at 1,000 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #182.

Founders Bank & Trust first reported a position in WFM in Q2 2013 and has held it in 7 quarters since. The position peaked at $59K in Q3 2013. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Founders Bank & Trust held 1,000 shares of Whole Foods Market Inc worth $50K as of Q4 2014.
  • Founders Bank & Trust left its Whole Foods Market Inc share count unchanged in Q4 2014.
  • Whole Foods Market Inc made up 0.03% of Founders Bank & Trust's portfolio in Q4 2014, its #182 holding.
  • Founders Bank & Trust first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Whole Foods Market Inc position peaked at $59K in Q3 2013.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.