G
WFM

GlobalBridge’s Whole Foods Market Inc WFM Stock Holding History

GlobalBridge’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
Q1 		$421K Buy
8,295
+1,119
+16% +$59.6K 0.2% 184
2013
Q4 		$415K Buy
7,176
+822
+13% +$48.7K 0.21% 175
2013
Q3 		$372K Sell
6,354
-492
-7% -$27.2K 0.2% 178
2013
Q2 		$352K Buy
+6,846
New +$330K 0.19% 188

Other funds holding WFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return

GlobalBridge's WFM Position: Q1 2014 in Review

GlobalBridge increased its Whole Foods Market Inc (WFM) stake by 16% in Q1 2014, buying an estimated $59.6K and bringing the position to 8,295 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #184.

GlobalBridge first reported a position in WFM in Q2 2013 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold WFM as of Q1 2014.

  • GlobalBridge held 8,295 shares of Whole Foods Market Inc worth $421K as of Q1 2014.
  • GlobalBridge bought 1,119 Whole Foods Market Inc shares in Q1 2014, an estimated $59.6K.
  • Whole Foods Market Inc made up 0.2% of GlobalBridge's portfolio in Q1 2014, its #184 holding.
  • GlobalBridge first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 4 quarters since.
  • 625 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.