Kavar Capital Partners Group’s Whole Foods Market Inc WFM Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-993	Closed	-$33K	–	484
2015 Q4	$33K	Hold	993	–	–	0.02%	195
2015 Q3	$31K	Buy	993 +200	+25%	+$7.07K	0.02%	198
2015 Q2	$31K	Buy	+793	New	+$35.5K	0.02%	210
2014 Q2	–	Sell	-400	Closed	-$20K	–	514
2014 Q1	$20K	Sell	400 -150	-27%	-$7.99K	0.02%	259
2013 Q4	$31K	Buy	+550	New	+$32.6K	0.03%	219

Other funds holding WFM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kavar Capital Partners Group's WFM Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Whole Foods Market Inc (WFM) in Q1 2016, closing a stake of 993 shares — an estimated $33K sold.

Kavar Capital Partners Group first reported a position in WFM in Q4 2013 and held it in 5 quarters. The position peaked at $33K in Q4 2015. 627 funds tracked by Wall St. Rank hold WFM as of Q1 2016.

Kavar Capital Partners Group reported no remaining Whole Foods Market Inc position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 993 Whole Foods Market Inc shares in Q1 2016, an estimated $33K.
Kavar Capital Partners Group first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Whole Foods Market Inc position peaked at $33K in Q4 2015.
627 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.