SFPM
WFM

Sensible Financial Planning & Management’s Whole Foods Market Inc WFM Stock Holding History

Sensible Financial Planning & 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
2015
Q1 		– Sell
-200
Closed -$10K – 71
2014
Q4 		$10K Hold
200
– – 0.01% 59
2014
Q3 		$8K Buy
+200
New +$7.64K 0.01% 66

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Sensible Financial Planning & Management's WFM Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of Whole Foods Market Inc (WFM) in Q1 2015, closing a stake of 200 shares — an estimated $10K sold.

Sensible Financial Planning & Management first reported a position in WFM in Q3 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 713 funds tracked by Wall St. Rank hold WFM as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining Whole Foods Market Inc position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 200 Whole Foods Market Inc shares in Q1 2015, an estimated $10K.
  • Sensible Financial Planning & Management first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's Whole Foods Market Inc position peaked at $10K in Q4 2014.
  • 713 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.