Jones Financial Companies
WFM

Jones Financial Companies’s Whole Foods Market Inc WFM Stock Holding History

Jones Financial Companies’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
Q4 		– Sell
-7,298
Closed -$231K – 241
2015
Q3 		$231K Sell
7,298
-5,194
-42% -$184K ﹤0.01% 219
2015
Q2 		$492K Sell
12,492
-222
-2% -$9.93K ﹤0.01% 188
2015
Q1 		$662K Buy
12,714
+1,501
+13% +$80.4K ﹤0.01% 178
2014
Q4 		$565K Buy
11,213
+2,098
+23% +$92.4K ﹤0.01% 184
2014
Q3 		$347K Sell
9,115
-2,553
-22% -$97.5K ﹤0.01% 202
2014
Q2 		$451K Sell
11,668
-7,196
-38% -$314K ﹤0.01% 190
2014
Q1 		$956K Buy
18,864
+3,360
+22% +$179K 0.01% 156
2013
Q4 		$896K Buy
15,504
+9,281
+149% +$550K 0.01% 161
2013
Q3 		$364K Buy
6,223
+1,825
+41% +$101K ﹤0.01% 189
2013
Q2 		$226K Buy
+4,398
New +$212K ﹤0.01% 204

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return