GSC
WFM

Ground Swell Capital’s Whole Foods Market Inc WFM Stock Holding History

Ground Swell Capital’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
Q3 		$23K Sell
609
-213
-26% -$8.14K 0.04% 477
2014
Q2 		$32K Buy
+822
New +$35.8K 0.06% 265

Other funds holding WFM

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ground Swell Capital's WFM Position: Q3 2014 in Review

Ground Swell Capital reduced its Whole Foods Market Inc (WFM) stake by 26% in Q3 2014, selling an estimated $8.14K and leaving 609 shares worth $23K. The position accounts for 0.04% of the portfolio, ranked #477.

Ground Swell Capital first reported a position in WFM in Q2 2014 and has held it in 2 quarters since. The position peaked at $32K in Q2 2014. 612 funds tracked by Wall St. Rank hold WFM as of Q3 2014.

  • Ground Swell Capital held 609 shares of Whole Foods Market Inc worth $23K as of Q3 2014.
  • Ground Swell Capital sold 213 Whole Foods Market Inc shares in Q3 2014, an estimated $8.14K.
  • Whole Foods Market Inc made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #477 holding.
  • Ground Swell Capital first reported a position in Whole Foods Market Inc in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Whole Foods Market Inc position peaked at $32K in Q2 2014.
  • 612 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.