NPC
WFM

National Planning Corporation’s Whole Foods Market Inc WFM Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-7,163
Closed -$209K – 751
2015
Q4 		$209K Buy
+7,163
New +$228K 0.02% 619
2015
Q2 		– Sell
-5,373
Closed -$255K – 687
2015
Q1 		$255K Sell
5,373
-2,633
-33% -$141K 0.02% 526
2014
Q4 		$402K Sell
8,006
-75
-0.9% -$3.3K 0.03% 470
2014
Q3 		$309K Sell
8,081
-1,491
-16% -$57K 0.02% 546
2014
Q2 		$370K Buy
9,572
+1,000
+12% +$43.6K 0.03% 506
2014
Q1 		$451K Buy
8,572
+185
+2% +$9.86K 0.04% 406
2013
Q4 		$490K Buy
8,387
+833
+11% +$49.4K 0.04% 369
2013
Q3 		$450K Buy
7,554
+1,058
+16% +$58.4K 0.04% 377
2013
Q2 		$334K Buy
+6,496
New +$313K 0.04% 363

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 $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return