ICRM
WFM

Insight Capital Research & Management’s Whole Foods Market Inc WFM Stock Holding History

Insight Capital Research & 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
2014
Q1 		– Sell
-6,830
Closed -$395K – 173
2013
Q4 		$395K Hold
6,830
– – 0.09% 129
2013
Q3 		$431K Buy
6,830
+230
+3% +$12.7K 0.1% 132
2013
Q2 		$340K Buy
+6,600
New +$318K 0.09% 167

Other funds holding WFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return

Insight Capital Research & Management's WFM Position: Q1 2014 in Review

Insight Capital Research & Management sold out of Whole Foods Market Inc (WFM) in Q1 2014, closing a stake of 6,830 shares — an estimated $395K sold.

Insight Capital Research & Management first reported a position in WFM in Q2 2013 and held it in 3 quarters. The position peaked at $431K in Q3 2013. 625 funds tracked by Wall St. Rank hold WFM as of Q1 2014.

  • Insight Capital Research & Management reported no remaining Whole Foods Market Inc position as of Q1 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 6,830 Whole Foods Market Inc shares in Q1 2014, an estimated $395K.
  • Insight Capital Research & Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 3 quarters.
  • Insight Capital Research & Management's Whole Foods Market Inc position peaked at $431K in Q3 2013.
  • 625 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2014.

Based on Insight Capital Research & Management's 13F filing for Q1 2014, filed 8 May 2014.