KLI
WFM

Kelman-Lazarov Inc’s Whole Foods Market Inc WFM Stock Holding History

Kelman-Lazarov Inc’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
Q4 		– Sell
-1,500
Closed -$42K – 380
2016
Q3 		$42K Buy
1,500
+500
+50% +$15.4K 0.02% 193
2016
Q2 		$32.7K Hold
1,000
– – 0.02% 198
2016
Q1 		$31K Buy
+1,000
New +$31.3K 0.02% 218

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kelman-Lazarov Inc's WFM Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 1,500 shares — an estimated $42K sold.

Kelman-Lazarov Inc first reported a position in WFM in Q1 2016 and held it in 3 quarters. The position peaked at $42K in Q3 2016. 640 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,500 Whole Foods Market Inc shares in Q4 2016, an estimated $42K.
  • Kelman-Lazarov Inc first reported a position in Whole Foods Market Inc in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Whole Foods Market Inc position peaked at $42K in Q3 2016.
  • 640 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.