GCC
WFM

Guardian Capital (Canada)’s Whole Foods Market Inc WFM Stock Holding History

Guardian Capital (Canada)’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
-40,760
Closed -$2.38M – 227
2013
Q3 		$2.38M Buy
40,760
+12,480
+44% +$689K 0.04% 109
2013
Q2 		$1.46M Buy
+28,280
New +$1.36M 0.03% 118

Other funds holding WFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $1.15T AUM 47.82% 1-Year Est. Return

Guardian Capital (Canada)'s WFM Position: Q4 2013 in Review

Guardian Capital (Canada) sold out of Whole Foods Market Inc (WFM) in Q4 2013, closing a stake of 40,760 shares — an estimated $2.38M sold.

Guardian Capital (Canada) first reported a position in WFM in Q2 2013 and held it in 2 quarters. The position peaked at $2.38M in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Guardian Capital (Canada) reported no remaining Whole Foods Market Inc position as of Q4 2013 after selling out during the quarter.
  • Guardian Capital (Canada) sold 40,760 Whole Foods Market Inc shares in Q4 2013, an estimated $2.38M.
  • Guardian Capital (Canada) first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 2 quarters.
  • Guardian Capital (Canada)'s Whole Foods Market Inc position peaked at $2.38M in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2013, filed 13 Feb 2014.