RBC
WFM

Roble Belko & Company’s Whole Foods Market Inc WFM Stock Holding History

Roble Belko & Company’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 		– Sell
-16
Closed -$1K – 240
2015
Q2 		$1K Hold
16
– – ﹤0.01% 235
2015
Q1 		$1K Buy
+16
New +$857 ﹤0.01% 237

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
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
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

Roble Belko & Company's WFM Position: Q3 2015 in Review

Roble Belko & Company sold out of Whole Foods Market Inc (WFM) in Q3 2015, closing a stake of 16 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in WFM in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

  • Roble Belko & Company reported no remaining Whole Foods Market Inc position as of Q3 2015 after selling out during the quarter.
  • Roble Belko & Company sold 16 Whole Foods Market Inc shares in Q3 2015, an estimated $1K.
  • Roble Belko & Company first reported a position in Whole Foods Market Inc in Q1 2015 and held it in 2 quarters.
  • Roble Belko & Company's Whole Foods Market Inc position peaked at $1K in Q2 2015.
  • 657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on Roble Belko & Company's 13F filing for Q3 2015, filed 12 Nov 2015.