Rational Advisors’s Whole Foods Market Inc WFM Stock Holding History

Rational 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
2015 Q3	$3K	Hold	84	–	–	﹤0.01%	457
2015 Q2	$3K	Hold	84	–	–	﹤0.01%	469
2015 Q1	$4K	Sell	84 -56	-40%	-$3K	﹤0.01%	454
2014 Q4	$7K	Buy	+140	New	+$6.17K	﹤0.01%	485
2013 Q4	$1.11M	Buy	19,214 +1,286	+7%	+$76.2K	0.1%	275
2013 Q3	$1.05M	Buy	17,928 +716	+4%	+$39.5K	0.08%	313
2013 Q2	$886K	Buy	+17,212	New	+$830K	0.07%	324

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

BIT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

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

Rational Advisors's WFM Position: Q3 2015 in Review

Rational Advisors held its Whole Foods Market Inc (WFM) position steady in Q3 2015 at 84 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Rational Advisors first reported a position in WFM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2013. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

Rational Advisors held 84 shares of Whole Foods Market Inc worth $3K as of Q3 2015.
Rational Advisors left its Whole Foods Market Inc share count unchanged in Q3 2015.
Whole Foods Market Inc made up ﹤0.01% of Rational Advisors's portfolio in Q3 2015, its #457 holding.
Rational Advisors first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 7 quarters since.
Rational Advisors's Whole Foods Market Inc position peaked at $1.11M in Q4 2013.
657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.