Gupta Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Gupta Wealth 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
2016 Q1	$34K	Sell	1,103 -1,029	-48%	-$32.2K	0.01%	536
2015 Q4	$71K	Buy	2,132 +1,277	+149%	+$40.6K	0.02%	383
2015 Q3	$27K	Sell	855 -1,153	-57%	-$40.8K	0.01%	614
2015 Q2	$79K	Buy	2,008 +777	+63%	+$34.7K	0.02%	382
2015 Q1	$64K	Buy	+1,231	New	+$66K	0.02%	366

Other funds holding WFM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's WFM Position: Q1 2016 in Review

Gupta Wealth Management reduced its Whole Foods Market Inc (WFM) stake by 48% in Q1 2016, selling an estimated $32.2K and leaving 1,103 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #536.

Gupta Wealth Management first reported a position in WFM in Q1 2015 and has held it in 5 quarters since. The position peaked at $79K in Q2 2015. 627 funds tracked by Wall St. Rank hold WFM as of Q1 2016.

Gupta Wealth Management held 1,103 shares of Whole Foods Market Inc worth $34K as of Q1 2016.
Gupta Wealth Management sold 1,029 Whole Foods Market Inc shares in Q1 2016, an estimated $32.2K.
Whole Foods Market Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #536 holding.
Gupta Wealth Management first reported a position in Whole Foods Market Inc in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Whole Foods Market Inc position peaked at $79K in Q2 2015.
627 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.