PIM
WFM

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

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State Street
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Baillie Gifford & Co
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return