IMS
WFM

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

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