Optimum Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Optimum Investment Advisors’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 Q1	$47K	Hold	909	–	–	0.01%	521
2014 Q4	$46K	Hold	909	–	–	0.01%	534
2014 Q3	$37K	Buy	909 +2	+0.2%	+$76	0.01%	529
2014 Q2	$35K	Sell	907 -593	-40%	-$25.8K	0.01%	552
2014 Q1	$76K	Sell	1,500 -300	-17%	-$16K	0.03%	334
2013 Q4	$104K	Hold	1,800	–	–	0.04%	290
2013 Q3	$105K	Buy	+1,800	New	+$99.4K	0.04%	274

Other funds holding WFM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BIT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Optimum Investment Advisors's WFM Position: Q1 2015 in Review

Optimum Investment Advisors held its Whole Foods Market Inc (WFM) position steady in Q1 2015 at 909 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #521.

Optimum Investment Advisors first reported a position in WFM in Q3 2013 and has held it in 7 quarters since. The position peaked at $105K in Q3 2013. 713 funds tracked by Wall St. Rank hold WFM as of Q1 2015.

Optimum Investment Advisors held 909 shares of Whole Foods Market Inc worth $47K as of Q1 2015.
Optimum Investment Advisors left its Whole Foods Market Inc share count unchanged in Q1 2015.
Whole Foods Market Inc made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #521 holding.
Optimum Investment Advisors first reported a position in Whole Foods Market Inc in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's Whole Foods Market Inc position peaked at $105K in Q3 2013.
713 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.