Investors Capital Advisory Services’s Whole Foods Market Inc WFM Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	–	Sell	-7,116	Closed	-$221K	–	747
2016 Q1	$221K	Buy	7,116 +247	+4%	+$7.73K	0.04%	537
2015 Q4	$230K	Buy	6,869 +17	+0.2%	+$541	0.04%	529
2015 Q3	$216K	Buy	+6,852	New	+$242K	0.04%	563
2015 Q2	–	Sell	-4,030	Closed	-$209K	–	777
2015 Q1	$209K	Sell	4,030 -49	-1%	-$2.63K	0.04%	599
2014 Q4	$205K	Buy	+4,079	New	+$180K	0.04%	580

Other funds holding WFM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Investors Capital Advisory Services's WFM Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of Whole Foods Market Inc (WFM) in Q2 2016, closing a stake of 7,116 shares — an estimated $221K sold.

Investors Capital Advisory Services first reported a position in WFM in Q4 2014 and held it in 5 quarters. The position peaked at $230K in Q4 2015. 624 funds tracked by Wall St. Rank hold WFM as of Q2 2016.

Investors Capital Advisory Services reported no remaining Whole Foods Market Inc position as of Q2 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 7,116 Whole Foods Market Inc shares in Q2 2016, an estimated $221K.
Investors Capital Advisory Services first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 5 quarters.
Investors Capital Advisory Services's Whole Foods Market Inc position peaked at $230K in Q4 2015.
624 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.