LWA
WFM

Lenox Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-120
Closed -$4K – 275
2016
Q1 		$4K Hold
120
– – ﹤0.01% 210
2015
Q4 		$4K Hold
120
– – ﹤0.01% 270
2015
Q3 		$4K Buy
+120
New +$4.24K ﹤0.01% 292

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lenox Wealth Advisors's WFM Position: Q2 2016 in Review

Lenox Wealth Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2016, closing a stake of 120 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in WFM in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2016. 624 funds tracked by Wall St. Rank hold WFM as of Q2 2016.

  • Lenox Wealth Advisors reported no remaining Whole Foods Market Inc position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 120 Whole Foods Market Inc shares in Q2 2016, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 3 quarters.
  • Lenox Wealth Advisors's Whole Foods Market Inc position peaked at $4K in Q1 2016.
  • 624 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2016.

Based on Lenox Wealth Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.