PP
WFM

Palladium Partners’s Whole Foods Market Inc WFM Stock Holding History

Palladium Partners’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
2014
Q2 		– Sell
-1,000
Closed -$51K – 502
2014
Q1 		$51K Buy
+1,000
New +$53.3K ﹤0.01% 340
2013
Q4 		– Sell
-1,000
Closed -$59K – 519
2013
Q3 		$59K Hold
1,000
– – 0.01% 329
2013
Q2 		$51K Buy
+1,000
New +$48.2K 0.01% 339

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Brown Advisory
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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Palladium Partners's WFM Position: Q2 2014 in Review

Palladium Partners sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 1,000 shares — an estimated $51K sold.

Palladium Partners first reported a position in WFM in Q2 2013 and held it in 3 quarters. The position peaked at $59K in Q3 2013. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • Palladium Partners reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,000 Whole Foods Market Inc shares in Q2 2014, an estimated $51K.
  • Palladium Partners first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Whole Foods Market Inc position peaked at $59K in Q3 2013.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.