Godshalk Welsh Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Godshalk Welsh Capital 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
2017 Q2	–	Sell	-6,890	Closed	-$205K	–	133
2017 Q1	$205K	Buy	6,890 +400	+6%	+$12K	0.2%	129
2016 Q4	$200K	Buy	+6,490	New	+$195K	0.2%	129
2015 Q3	–	Sell	-6,015	Closed	-$237K	–	142
2015 Q2	$237K	Buy	+6,015	New	+$269K	0.24%	129
2015 Q1	–	Sell	-1,890	Closed	-$95K	–	272
2014 Q4	$95K	Buy	+1,890	New	+$83.3K	0.09%	169

Other funds holding WFM

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Godshalk Welsh Capital Management's WFM Position: Q2 2017 in Review

Godshalk Welsh Capital Management sold out of Whole Foods Market Inc (WFM) in Q2 2017, closing a stake of 6,890 shares — an estimated $205K sold.

Godshalk Welsh Capital Management first reported a position in WFM in Q4 2014 and held it in 4 quarters. The position peaked at $237K in Q2 2015. 617 funds tracked by Wall St. Rank hold WFM as of Q2 2017.

Godshalk Welsh Capital Management reported no remaining Whole Foods Market Inc position as of Q2 2017 after selling out during the quarter.
Godshalk Welsh Capital Management sold 6,890 Whole Foods Market Inc shares in Q2 2017, an estimated $205K.
Godshalk Welsh Capital Management first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 4 quarters.
Godshalk Welsh Capital Management's Whole Foods Market Inc position peaked at $237K in Q2 2015.
617 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2017.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.