MS
WFM

Marshall & Sullivan’s Whole Foods Market Inc WFM Stock Holding History

Marshall & Sullivan’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
-100
Closed -$3K – 65
2016
Q1 		$3K Hold
100
– – ﹤0.01% 61
2015
Q4 		$3K Hold
100
– – ﹤0.01% 62
2015
Q3 		$3K Buy
+100
New +$3.54K ﹤0.01% 61

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

Marshall & Sullivan's WFM Position: Q2 2016 in Review

Marshall & Sullivan sold out of Whole Foods Market Inc (WFM) in Q2 2016, closing a stake of 100 shares — an estimated $3K sold.

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

  • Marshall & Sullivan reported no remaining Whole Foods Market Inc position as of Q2 2016 after selling out during the quarter.
  • Marshall & Sullivan sold 100 Whole Foods Market Inc shares in Q2 2016, an estimated $3K.
  • Marshall & Sullivan first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 3 quarters.
  • Marshall & Sullivan's Whole Foods Market Inc position peaked at $3K in Q1 2016.
  • 624 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2016.

Based on Marshall & Sullivan's 13F filing for Q2 2016, filed 12 Aug 2016.