IPC
WFM

Independent Portfolio Consultants’s Whole Foods Market Inc WFM Stock Holding History

Independent Portfolio Consultants’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
-2,475
Closed -$76K – 940
2016
Q4 		$76K Buy
2,475
+205
+9% +$6.17K 0.03% 488
2016
Q3 		$64K Sell
2,270
-380
-14% -$11.7K 0.02% 504
2016
Q2 		$85K Buy
+2,650
New +$82.4K 0.03% 473
2015
Q2 		– Sell
-2,710
Closed -$141K – 1086
2015
Q1 		$141K Buy
+2,710
New +$145K 0.03% 424
2014
Q2 		– Sell
-14,075
Closed -$713K – 850
2014
Q1 		$713K Buy
14,075
+1,325
+10% +$70.6K 0.23% 145
2013
Q4 		$737K Sell
12,750
-255
-2% -$15.1K 0.26% 117
2013
Q3 		$761K Sell
13,005
-265
-2% -$14.6K 0.3% 91
2013
Q2 		$683K Buy
+13,270
New +$640K 0.31% 89

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Portfolio Consultants's WFM Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 2,475 shares — an estimated $76K sold.

Independent Portfolio Consultants first reported a position in WFM in Q2 2013 and held it in 8 quarters. The position peaked at $761K in Q3 2013. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,475 Whole Foods Market Inc shares in Q1 2017, an estimated $76K.
  • Independent Portfolio Consultants first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 8 quarters.
  • Independent Portfolio Consultants's Whole Foods Market Inc position peaked at $761K in Q3 2013.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.