MWP
WFM

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 – 807
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

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Select Equity Group
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return