GF
WFM

Gerstein Fisher’s Whole Foods Market Inc WFM Stock Holding History

Gerstein Fisher’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
-6,369
Closed -$213K – 431
2015
Q4 		$213K Sell
6,369
-128
-2% -$4.07K 0.03% 371
2015
Q3 		$206K Buy
6,497
+101
+2% +$3.57K 0.03% 381
2015
Q2 		$252K Buy
6,396
+130
+2% +$5.81K 0.04% 341
2015
Q1 		$326K Sell
6,266
-172
-3% -$9.22K 0.05% 298
2014
Q4 		$325K Sell
6,438
-271
-4% -$11.9K 0.05% 283
2014
Q3 		$256K Sell
6,709
-77
-1% -$2.94K 0.05% 322
2014
Q2 		$262K Hold
6,786
– – 0.05% 276
2014
Q1 		$344K Sell
6,786
-27,120
-80% -$1.44M 0.07% 223
2013
Q4 		$4.39M Buy
33,906
+17,746
+110% +$1.05M 0.16% 144
2013
Q3 		$945K Sell
16,160
-418
-3% -$23.1K 0.2% 95
2013
Q2 		$853K Buy
+16,578
New +$800K 0.21% 98

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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