Progressive Investment Management’s Whole Foods Market Inc WFM Stock Holding History

Progressive Investment Management’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 Q1	–	Sell	-53,132	Closed	-$1.78M	–	75
2015 Q4	$1.78M	Sell	53,132 -770	-1%	-$24.5K	1.9%	27
2015 Q3	$1.71M	Buy	53,902 +1,421	+3%	+$50.2K	1.97%	26
2015 Q2	$2.07M	Buy	52,481 +48,120	+1,103%	+$2.15M	2.28%	20
2015 Q1	$227K	Buy	+4,361	New	+$234K	0.78%	43
2014 Q2	–	Sell	-123	Closed	-$6K	–	54
2014 Q1	$6K	Hold	123	–	–	﹤0.01%	51
2013 Q4	$7K	Buy	+123	New	+$7.29K	﹤0.01%	53

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BIT

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Progressive Investment Management's WFM Position: Q1 2016 in Review

Progressive Investment Management sold out of Whole Foods Market Inc (WFM) in Q1 2016, closing a stake of 53,132 shares — an estimated $1.78M sold.

Progressive Investment Management first reported a position in WFM in Q4 2013 and held it in 6 quarters. The position peaked at $2.07M in Q2 2015. 627 funds tracked by Wall St. Rank hold WFM as of Q1 2016.

Progressive Investment Management reported no remaining Whole Foods Market Inc position as of Q1 2016 after selling out during the quarter.
Progressive Investment Management sold 53,132 Whole Foods Market Inc shares in Q1 2016, an estimated $1.78M.
Progressive Investment Management first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 6 quarters.
Progressive Investment Management's Whole Foods Market Inc position peaked at $2.07M in Q2 2015.
627 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2016.

Based on Progressive Investment Management's 13F filing for Q1 2016, filed 13 May 2016.