GIS
WFM

Guardian Investor Services’s Whole Foods Market Inc WFM Stock Holding History

Guardian Investor Services’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
2015
Q1 		$130K Hold
2,494
– – 0.1% 243
2014
Q4 		$126K Sell
2,494
-69
-3% -$3.04K 0.1% 248
2014
Q3 		$98K Sell
2,563
-204
-7% -$7.79K 0.08% 293
2014
Q2 		$107K Sell
2,767
-103
-4% -$4.49K 0.08% 292
2014
Q1 		$146K Sell
2,870
-115
-4% -$6.13K 0.11% 213
2013
Q4 		$173K Buy
2,985
+221
+8% +$13.1K 0.13% 187
2013
Q3 		$162K Sell
2,764
-37
-1% -$2.04K 0.14% 179
2013
Q2 		$144K Buy
+2,801
New +$135K 0.12% 197

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 $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Guardian Investor Services's WFM Position: Q1 2015 in Review

Guardian Investor Services held its Whole Foods Market Inc (WFM) position steady in Q1 2015 at 2,494 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #243.

Guardian Investor Services first reported a position in WFM in Q2 2013 and has held it in 8 quarters since. The position peaked at $173K in Q4 2013. 713 funds tracked by Wall St. Rank hold WFM as of Q1 2015.

  • Guardian Investor Services held 2,494 shares of Whole Foods Market Inc worth $130K as of Q1 2015.
  • Guardian Investor Services left its Whole Foods Market Inc share count unchanged in Q1 2015.
  • Whole Foods Market Inc made up 0.1% of Guardian Investor Services's portfolio in Q1 2015, its #243 holding.
  • Guardian Investor Services first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Whole Foods Market Inc position peaked at $173K in Q4 2013.
  • 713 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.