FIM
WFM

Freedom Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Freedom Investment 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
2013
Q4 		– Sell
-3,655
Closed -$214K – 458
2013
Q3 		$214K Buy
+3,655
New +$202K 0.06% 310

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State Street
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Wells Fargo
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's WFM Position: Q4 2013 in Review

Freedom Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2013, closing a stake of 3,655 shares — an estimated $214K sold.

Freedom Investment Management first reported a position in WFM in Q3 2013 and held it in 1 quarter. The position peaked at $214K in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Freedom Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2013 after selling out during the quarter.
  • Freedom Investment Management sold 3,655 Whole Foods Market Inc shares in Q4 2013, an estimated $214K.
  • Freedom Investment Management first reported a position in Whole Foods Market Inc in Q3 2013 and held it in 1 quarter.
  • Freedom Investment Management's Whole Foods Market Inc position peaked at $214K in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Freedom Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.