HIM
WFM

Hillsdale Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Hillsdale Investment 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
2015
Q3 		– Sell
-6,700
Closed -$264K – 565
2015
Q2 		$264K Buy
6,700
+500
+8% +$22.4K 0.08% 301
2015
Q1 		$323K Buy
+6,200
New +$332K 0.08% 271

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 $25.5B AUM 26.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Hillsdale Investment Management's WFM Position: Q3 2015 in Review

Hillsdale Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2015, closing a stake of 6,700 shares — an estimated $264K sold.

Hillsdale Investment Management first reported a position in WFM in Q1 2015 and held it in 2 quarters. The position peaked at $323K in Q1 2015. 656 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

  • Hillsdale Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 6,700 Whole Foods Market Inc shares in Q3 2015, an estimated $264K.
  • Hillsdale Investment Management first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 2 quarters.
  • Hillsdale Investment Management's Whole Foods Market Inc position peaked at $323K in Q1 2015.
  • 656 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on Hillsdale Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.