LWM
WFM

LBA Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

LBA Wealth Management’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 		$15K Hold
500
– – 0.01% 294
2016
Q4 		$15K Hold
500
– – 0.01% 286
2016
Q3 		$14K Hold
500
– – 0.01% 298
2016
Q2 		$16K Buy
+500
New +$15.5K 0.01% 270

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA Wealth Management's WFM Position: Q1 2017 in Review

LBA Wealth Management held its Whole Foods Market Inc (WFM) position steady in Q1 2017 at 500 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #294.

LBA Wealth Management first reported a position in WFM in Q2 2016 and has held it in 4 quarters since. The position peaked at $16K in Q2 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • LBA Wealth Management held 500 shares of Whole Foods Market Inc worth $15K as of Q1 2017.
  • LBA Wealth Management left its Whole Foods Market Inc share count unchanged in Q1 2017.
  • Whole Foods Market Inc made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #294 holding.
  • LBA Wealth Management first reported a position in Whole Foods Market Inc in Q2 2016 and has held it in 4 quarters since.
  • LBA Wealth Management's Whole Foods Market Inc position peaked at $16K in Q2 2016.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.