PFG
WFM

Pacific Financial Group’s Whole Foods Market Inc WFM Stock Holding History

Pacific Financial Group’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 		– Sell
-400
Closed -$20K – 223
2014
Q4 		$20K Buy
+400
New +$17.6K 0.01% 115

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State Street
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Capital Research Global Investors
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Brown Advisory
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BIT
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T. Rowe Price Associates
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Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Pacific Financial Group's WFM Position: Q1 2015 in Review

Pacific Financial Group sold out of Whole Foods Market Inc (WFM) in Q1 2015, closing a stake of 400 shares — an estimated $20K sold.

Pacific Financial Group first reported a position in WFM in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 713 funds tracked by Wall St. Rank hold WFM as of Q1 2015.

  • Pacific Financial Group reported no remaining Whole Foods Market Inc position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 400 Whole Foods Market Inc shares in Q1 2015, an estimated $20K.
  • Pacific Financial Group first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Whole Foods Market Inc position peaked at $20K in Q4 2014.
  • 713 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.