MYCIO Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-1,720	Closed	-$49K	–	801
2016 Q3	$49K	Sell	1,720 -80	-4%	-$2.46K	0.01%	345
2016 Q2	$58K	Buy	1,800 +80	+5%	+$2.49K	0.01%	317
2016 Q1	$54K	Buy	1,720 +1,212	+239%	+$37.9K	0.01%	313
2015 Q4	$17K	Hold	508	–	–	﹤0.01%	464
2015 Q3	$16K	Hold	508	–	–	﹤0.01%	492
2015 Q2	$20K	Hold	508	–	–	﹤0.01%	433
2015 Q1	$26K	Hold	508	–	–	0.01%	372
2014 Q4	$26K	Hold	508	–	–	0.01%	360
2014 Q3	$19K	Hold	508	–	–	﹤0.01%	381
2014 Q2	$20K	Hold	508	–	–	﹤0.01%	394
2014 Q1	$26K	Hold	508	–	–	0.01%	348
2013 Q4	$29K	Buy	508 +8	+2%	+$474	0.01%	319
2013 Q3	$29K	Hold	500	–	–	0.01%	291
2013 Q2	$26K	Buy	+500	New	+$24.1K	0.01%	310

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MYCIO Wealth Partners's WFM Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 1,720 shares — an estimated $49K sold.

MYCIO Wealth Partners first reported a position in WFM in Q2 2013 and held it in 14 quarters. The position peaked at $58K in Q2 2016. 640 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

MYCIO Wealth Partners reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 1,720 Whole Foods Market Inc shares in Q4 2016, an estimated $49K.
MYCIO Wealth Partners first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Whole Foods Market Inc position peaked at $58K in Q2 2016.
640 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.