MBE
WFM

Michael B. Elefante’s Whole Foods Market Inc WFM Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-6,400
Closed -$244K – 139
2014
Q3 		$244K Hold
6,400
– – 0.11% 87
2014
Q2 		$247K Hold
6,400
– – 0.1% 90
2014
Q1 		$325K Hold
6,400
– – 0.14% 79
2013
Q4 		$370K Hold
6,400
– – 0.17% 68
2013
Q3 		$375K Hold
6,400
– – 0.19% 65
2013
Q2 		$329K Buy
+6,400
New +$309K 0.18% 67

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Michael B. Elefante's WFM Position: Q4 2014 in Review

Michael B. Elefante sold out of Whole Foods Market Inc (WFM) in Q4 2014, closing a stake of 6,400 shares — an estimated $244K sold.

Michael B. Elefante first reported a position in WFM in Q2 2013 and held it in 6 quarters. The position peaked at $375K in Q3 2013. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Michael B. Elefante reported no remaining Whole Foods Market Inc position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 6,400 Whole Foods Market Inc shares in Q4 2014, an estimated $244K.
  • Michael B. Elefante first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 6 quarters.
  • Michael B. Elefante's Whole Foods Market Inc position peaked at $375K in Q3 2013.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.