Lehman Financial Resources’s Whole Foods Market Inc WFM Stock Holding History

Lehman Financial Resources’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	-300	Closed	-$9K	–	440
2015 Q3	$9K	Hold	300	–	–	﹤0.01%	324
2015 Q2	$11K	Hold	300	–	–	0.01%	307
2015 Q1	$16K	Hold	300	–	–	0.01%	277
2014 Q4	$15K	Hold	300	–	–	0.01%	267
2014 Q3	$11K	Hold	300	–	–	0.01%	300
2014 Q2	$12K	Hold	300	–	–	0.01%	283
2014 Q1	$15K	Hold	300	–	–	0.01%	256
2013 Q4	$17K	Hold	300	–	–	0.01%	237
2013 Q3	$18K	Hold	300	–	–	0.01%	219
2013 Q2	$15K	Buy	+300	New	+$14.5K	0.01%	206

Other funds holding WFM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

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

Lehman Financial Resources's WFM Position: Q4 2015 in Review

Lehman Financial Resources sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 300 shares — an estimated $9K sold.

Lehman Financial Resources first reported a position in WFM in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q3 2013. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

Lehman Financial Resources reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 300 Whole Foods Market Inc shares in Q4 2015, an estimated $9K.
Lehman Financial Resources first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Whole Foods Market Inc position peaked at $18K in Q3 2013.
642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.