MGIA
WFM

Moneta Group Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-379
Closed -$12K – 495
2015
Q3 		$12K Buy
+379
New +$13.4K ﹤0.01% 402

Other funds holding WFM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Moneta Group Investment Advisors's WFM Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 379 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in WFM in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 379 Whole Foods Market Inc shares in Q4 2015, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in Whole Foods Market Inc in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Whole Foods Market Inc position peaked at $12K in Q3 2015.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.