RNS
WFM

Robert N. Shapiro’s Whole Foods Market Inc WFM Stock Holding History

Robert N. Shapiro’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
Q4 		$220K Sell
4,362
-351
-7% -$15.5K 0.04% 251
2014
Q3 		$179K Buy
4,713
+1,128
+31% +$43.1K 0.03% 290
2014
Q2 		$138K Buy
3,585
+835
+30% +$36.4K 0.03% 326
2014
Q1 		$139K Hold
2,750
– – 0.03% 318
2013
Q4 		$159K Hold
2,750
– – 0.03% 296
2013
Q3 		$161K Buy
2,750
+400
+17% +$22.1K 0.03% 305
2013
Q2 		$121K Buy
+2,350
New +$113K 0.03% 346

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robert N. Shapiro's WFM Position: Q4 2014 in Review

Robert N. Shapiro reduced its Whole Foods Market Inc (WFM) stake by 7.4% in Q4 2014, selling an estimated $15.5K and leaving 4,362 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #251.

Robert N. Shapiro first reported a position in WFM in Q2 2013 and has held it in 7 quarters since. 685 funds tracked by Wall St. Rank hold WFM as of Q4 2014.

  • Robert N. Shapiro held 4,362 shares of Whole Foods Market Inc worth $220K as of Q4 2014.
  • Robert N. Shapiro sold 351 Whole Foods Market Inc shares in Q4 2014, an estimated $15.5K.
  • Whole Foods Market Inc made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #251 holding.
  • Robert N. Shapiro first reported a position in Whole Foods Market Inc in Q2 2013 and has held it in 7 quarters since.
  • 685 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.