HR
WFM

Howe & Rusling’s Whole Foods Market Inc WFM Stock Holding History

Howe & Rusling’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
2017
Q1 		– Sell
-341
Closed -$10K – 1101
2016
Q4 		$10K Hold
341
– – ﹤0.01% 515
2016
Q3 		$10K Hold
341
– – ﹤0.01% 528
2016
Q2 		$11K Buy
+341
New +$10.6K ﹤0.01% 477
2015
Q4 		– Sell
-30
Closed -$1K – 1128
2015
Q3 		$1K Hold
30
– – ﹤0.01% 1003
2015
Q2 		$1K Sell
30
-48
-62% -$2.15K ﹤0.01% 1021
2015
Q1 		$4K Buy
78
+48
+160% +$2.57K ﹤0.01% 683
2014
Q4 		$2K Hold
30
– – ﹤0.01% 809
2014
Q3 		$1K Hold
30
– – ﹤0.01% 872
2014
Q2 		$1K Sell
30
-656
-96% -$28.6K ﹤0.01% 789
2014
Q1 		$35K Buy
686
+656
+2,187% +$35K 0.01% 379
2013
Q4 		$2K Sell
30
-656
-96% -$38.9K ﹤0.01% 714
2013
Q3 		$40K Buy
686
+656
+2,187% +$36.2K 0.01% 362
2013
Q2 		$2K Buy
+30
New +$1.45K ﹤0.01% 833

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JP
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return