PFA
WFM

Paradigm Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-105
Closed -$5K – 247
2014
Q1 		$5K Hold
105
– – ﹤0.01% 232
2013
Q4 		$6K Buy
+105
New +$6.22K 0.01% 229

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Sands Capital Management
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Paradigm Financial Advisors's WFM Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 105 shares — an estimated $5K sold.

Paradigm Financial Advisors first reported a position in WFM in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 105 Whole Foods Market Inc shares in Q2 2014, an estimated $5K.
  • Paradigm Financial Advisors first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Whole Foods Market Inc position peaked at $6K in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.