LCM
WFM

Leonard Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Leonard Capital 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
2016
Q1 		– Sell
-100,000
Closed -$3.35M – 40
2015
Q4 		$3.35M Buy
+100,000
New +$3.18M 2.99% 6

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 $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Leonard Capital Management's WFM Position: Q1 2016 in Review

Leonard Capital Management sold out of Whole Foods Market Inc (WFM) in Q1 2016, closing a stake of 100,000 shares — an estimated $3.35M sold.

Leonard Capital Management first reported a position in WFM in Q4 2015 and held it in 1 quarter. The position peaked at $3.35M in Q4 2015. 627 funds tracked by Wall St. Rank hold WFM as of Q1 2016.

  • Leonard Capital Management reported no remaining Whole Foods Market Inc position as of Q1 2016 after selling out during the quarter.
  • Leonard Capital Management sold 100,000 Whole Foods Market Inc shares in Q1 2016, an estimated $3.35M.
  • Leonard Capital Management first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 1 quarter.
  • Leonard Capital Management's Whole Foods Market Inc position peaked at $3.35M in Q4 2015.
  • 627 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2016.

Based on Leonard Capital Management's 13F filing for Q1 2016, filed 11 May 2016.