IIA
WFM

IPG Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-18,975
Closed -$608K – 142
2016
Q2 		$608K Hold
18,975
– – 0.25% 64
2016
Q1 		$590K Sell
18,975
-970
-5% -$30.4K 0.27% 59
2015
Q4 		$668K Buy
19,945
+50
+0.3% +$1.59K 0.31% 59
2015
Q3 		$630K Sell
19,895
-2,835
-12% -$100K 0.29% 58
2015
Q2 		$896K Buy
22,730
+1,170
+5% +$52.3K 0.33% 60
2015
Q1 		$1.12M Buy
21,560
+3,000
+16% +$161K 0.43% 44
2014
Q4 		$936K Buy
18,560
+4,090
+28% +$180K 0.37% 47
2014
Q3 		$551K Buy
14,470
+3,100
+27% +$118K 0.2% 58
2014
Q2 		$439K Buy
+11,370
New +$496K 0.19% 55

Other funds holding WFM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return