PAIA
WFM

Park Avenue Institutional Advisers’s Whole Foods Market Inc WFM Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-2,051
Closed -$66K – 481
2016
Q2 		$66K Sell
2,051
-99
-5% -$3.08K 0.06% 370
2016
Q1 		$67K Sell
2,150
-61
-3% -$1.91K 0.06% 364
2015
Q4 		$74K Sell
2,211
-172
-7% -$5.47K 0.06% 337
2015
Q3 		$75K Sell
2,383
-50
-2% -$1.77K 0.07% 333
2015
Q2 		$96K Buy
+2,433
New +$109K 0.08% 290

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Park Avenue Institutional Advisers's WFM Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 2,051 shares — an estimated $66K sold.

Park Avenue Institutional Advisers first reported a position in WFM in Q2 2015 and held it in 5 quarters. The position peaked at $96K in Q2 2015. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 2,051 Whole Foods Market Inc shares in Q3 2016, an estimated $66K.
  • Park Avenue Institutional Advisers first reported a position in Whole Foods Market Inc in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Whole Foods Market Inc position peaked at $96K in Q2 2015.
  • 601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.