LFAS
WFM

Level Four Advisory Services’s Whole Foods Market Inc WFM Stock Holding History

Level Four Advisory Services’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 		– Sell
-27,336
Closed -$841K – 531
2016
Q4 		$841K Buy
+27,336
New +$822K 0.11% 194

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Level Four Advisory Services's WFM Position: Q1 2017 in Review

Level Four Advisory Services sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 27,336 shares — an estimated $841K sold.

Level Four Advisory Services first reported a position in WFM in Q4 2016 and held it in 1 quarter. The position peaked at $841K in Q4 2016. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Level Four Advisory Services reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Level Four Advisory Services sold 27,336 Whole Foods Market Inc shares in Q1 2017, an estimated $841K.
  • Level Four Advisory Services first reported a position in Whole Foods Market Inc in Q4 2016 and held it in 1 quarter.
  • Level Four Advisory Services's Whole Foods Market Inc position peaked at $841K in Q4 2016.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Level Four Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.