SBIA
WFM

Sheaff Brock Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Sheaff Brock Investment 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
2016
Q2 		– Sell
-6,862
Closed -$213K – 659
2016
Q1 		$213K Buy
6,862
+400
+6% +$12.5K 0.03% 475
2015
Q4 		$216K Buy
+6,462
New +$205K 0.02% 488

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's WFM Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2016, closing a stake of 6,862 shares — an estimated $213K sold.

Sheaff Brock Investment Advisors first reported a position in WFM in Q4 2015 and held it in 2 quarters. The position peaked at $216K in Q4 2015. 624 funds tracked by Wall St. Rank hold WFM as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Whole Foods Market Inc position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,862 Whole Foods Market Inc shares in Q2 2016, an estimated $213K.
  • Sheaff Brock Investment Advisors first reported a position in Whole Foods Market Inc in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Whole Foods Market Inc position peaked at $216K in Q4 2015.
  • 624 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.