JIC
WFM

Joel Isaacson & Co’s Whole Foods Market Inc WFM Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-507
Closed -$16K – 615
2016
Q4 		$16K Buy
507
+107
+27% +$3.22K ﹤0.01% 455
2016
Q3 		$11K Buy
+400
New +$12.3K ﹤0.01% 533
2015
Q1 		– Sell
-66
Closed -$3K – 738
2014
Q4 		$3K Buy
+66
New +$2.91K ﹤0.01% 573

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Joel Isaacson & Co's WFM Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 507 shares — an estimated $16K sold.

Joel Isaacson & Co first reported a position in WFM in Q4 2014 and held it in 3 quarters. The position peaked at $16K in Q4 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 507 Whole Foods Market Inc shares in Q1 2017, an estimated $16K.
  • Joel Isaacson & Co first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 3 quarters.
  • Joel Isaacson & Co's Whole Foods Market Inc position peaked at $16K in Q4 2016.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.