Index Management Solutions’s Whole Foods Market Inc WFM Stock Holding History

Index Management Solutions’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	$19K	Buy	590 +128	+28%	+$4.53K	0.02%	429
2015 Q2	$18K	Buy	462 +116	+34%	+$5.19K	0.02%	521
2015 Q1	$18K	Sell	346 -1,026	-75%	-$55K	0.01%	418
2014 Q4	$69K	Sell	1,372 -13,502	-91%	-$595K	0.01%	320
2014 Q3	$567K	Buy	14,874 +14,034	+1,671%	+$536K	0.06%	272
2014 Q2	$32K	Buy	840 +358	+74%	+$15.6K	﹤0.01%	957
2014 Q1	$24K	Sell	482 -97	-17%	-$5.17K	﹤0.01%	1056
2013 Q4	$33K	Sell	579 -135	-19%	-$8K	0.01%	600
2013 Q3	$42K	Buy	+714	New	+$39.4K	0.01%	538

Other funds holding WFM

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

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

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

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

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

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

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

BIT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

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

Index Management Solutions's WFM Position: Q3 2015 in Review

Index Management Solutions increased its Whole Foods Market Inc (WFM) stake by 28% in Q3 2015, buying an estimated $4.53K and bringing the position to 590 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #429.

Index Management Solutions first reported a position in WFM in Q3 2013 and has held it in 9 quarters since. The position peaked at $567K in Q3 2014. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

Index Management Solutions held 590 shares of Whole Foods Market Inc worth $19K as of Q3 2015.
Index Management Solutions bought 128 Whole Foods Market Inc shares in Q3 2015, an estimated $4.53K.
Whole Foods Market Inc made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #429 holding.
Index Management Solutions first reported a position in Whole Foods Market Inc in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Whole Foods Market Inc position peaked at $567K in Q3 2014.
657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.