LW
WFM

Linscomb Wealth’s Whole Foods Market Inc WFM Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-4,403
Closed -$229K – 275
2015
Q1 		$229K Buy
4,403
+223
+5% +$11.9K 0.02% 245
2014
Q4 		$211K Buy
+4,180
New +$184K 0.02% 258

Other funds holding WFM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Linscomb Wealth's WFM Position: Q2 2015 in Review

Linscomb Wealth sold out of Whole Foods Market Inc (WFM) in Q2 2015, closing a stake of 4,403 shares — an estimated $229K sold.

Linscomb Wealth first reported a position in WFM in Q4 2014 and held it in 2 quarters. The position peaked at $229K in Q1 2015. 684 funds tracked by Wall St. Rank hold WFM as of Q2 2015.

  • Linscomb Wealth reported no remaining Whole Foods Market Inc position as of Q2 2015 after selling out during the quarter.
  • Linscomb Wealth sold 4,403 Whole Foods Market Inc shares in Q2 2015, an estimated $229K.
  • Linscomb Wealth first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 2 quarters.
  • Linscomb Wealth's Whole Foods Market Inc position peaked at $229K in Q1 2015.
  • 684 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2015.

Based on Linscomb Wealth's 13F filing for Q2 2015, filed 5 Aug 2015.