NYLIM
WFM

New York Life Investment Management’s Whole Foods Market Inc WFM Stock Holding History

New York Life Investment Management’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
-1,700
Closed -$54K – 239
2015
Q3 		$54K Hold
1,700
– – 0.01% 243
2015
Q2 		$67K Hold
1,700
– – 0.01% 242
2015
Q1 		$89K Buy
+1,700
New +$91.1K 0.01% 229

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

New York Life Investment Management's WFM Position: Q4 2015 in Review

New York Life Investment Management sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 1,700 shares — an estimated $54K sold.

New York Life Investment Management first reported a position in WFM in Q1 2015 and held it in 3 quarters. The position peaked at $89K in Q1 2015. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • New York Life Investment Management reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • New York Life Investment Management sold 1,700 Whole Foods Market Inc shares in Q4 2015, an estimated $54K.
  • New York Life Investment Management first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 3 quarters.
  • New York Life Investment Management's Whole Foods Market Inc position peaked at $89K in Q1 2015.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on New York Life Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.