NEI
WFM

Northwest & Ethical Investments’s Whole Foods Market Inc WFM Stock Holding History

Northwest & Ethical Investments’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
2013
Q4 		– Sell
-44,432
Closed -$2.6M – 248
2013
Q3 		$2.6M Hold
44,432
– – 0.19% 123
2013
Q2 		$2.29M Buy
+44,432
New +$2.14M 0.18% 109

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State Street
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Wells Fargo
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Brown Advisory
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BIT
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LPLP
Lansdowne Partners Limited Partnership London, United Kingdom $11.9B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest & Ethical Investments's WFM Position: Q4 2013 in Review

Northwest & Ethical Investments sold out of Whole Foods Market Inc (WFM) in Q4 2013, closing a stake of 44,432 shares — an estimated $2.6M sold.

Northwest & Ethical Investments first reported a position in WFM in Q2 2013 and held it in 2 quarters. The position peaked at $2.6M in Q3 2013. 623 funds tracked by Wall St. Rank hold WFM as of Q4 2013.

  • Northwest & Ethical Investments reported no remaining Whole Foods Market Inc position as of Q4 2013 after selling out during the quarter.
  • Northwest & Ethical Investments sold 44,432 Whole Foods Market Inc shares in Q4 2013, an estimated $2.6M.
  • Northwest & Ethical Investments first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 2 quarters.
  • Northwest & Ethical Investments's Whole Foods Market Inc position peaked at $2.6M in Q3 2013.
  • 623 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2013.

Based on Northwest & Ethical Investments's 13F filing for Q4 2013, filed 8 Jul 2025.