IF
WFM

Ironwood Financial’s Whole Foods Market Inc WFM Stock Holding History

Ironwood Financial’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 		$13K Buy
412
+2
+0.5% +$71 0.01% 196
2015
Q2 		$16K Buy
410
+1
+0.2% +$45 0.01% 179
2015
Q1 		$21K Buy
409
+1
+0.2% +$54 0.01% 159
2014
Q4 		$21K Buy
+408
New +$18K 0.01% 135

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
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
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

Ironwood Financial's WFM Position: Q3 2015 in Review

Ironwood Financial increased its Whole Foods Market Inc (WFM) stake by 0.49% in Q3 2015, buying an estimated $71 and bringing the position to 412 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #196.

Ironwood Financial first reported a position in WFM in Q4 2014 and has held it in 4 quarters since. The position peaked at $21K in Q1 2015. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

  • Ironwood Financial held 412 shares of Whole Foods Market Inc worth $13K as of Q3 2015.
  • Ironwood Financial bought 2 Whole Foods Market Inc shares in Q3 2015, an estimated $71.
  • Whole Foods Market Inc made up 0.01% of Ironwood Financial's portfolio in Q3 2015, its #196 holding.
  • Ironwood Financial first reported a position in Whole Foods Market Inc in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's Whole Foods Market Inc position peaked at $21K in Q1 2015.
  • 657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.