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WFM
Shelton Capital Management’s
Whole Foods Market Inc
WFM
Stock Holding History
Shelton Capital Management’s Portfolio
WFM Stock Details
WFM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
-21,086
Closed
-$649K
–
929
2016
Q4
$649K
Sell
21,086
-800
-4%
-$24.1K
0.05%
305
2016
Q3
$620K
Hold
21,886
–
–
0.05%
300
2016
Q2
$701K
Hold
21,886
–
–
0.06%
279
2016
Q1
$681K
Buy
21,886
+2,693
+14%
+$84.3K
0.06%
279
2015
Q4
$643K
Hold
19,193
–
–
0.06%
278
2015
Q3
$607K
Sell
19,193
-160
-0.8%
-$5.66K
0.07%
287
2015
Q2
$763K
Buy
19,353
+611
+3%
+$27.3K
0.08%
235
2015
Q1
$976K
Sell
18,742
-300
-2%
-$16.1K
0.11%
193
2014
Q4
$960K
Buy
19,042
+6,428
+51%
+$283K
0.11%
181
2014
Q3
$481K
Buy
12,614
+1,027
+9%
+$39.2K
0.06%
355
2014
Q2
$448K
Hold
11,587
–
–
0.06%
391
2014
Q1
$588K
Buy
11,587
+849
+8%
+$45.2K
0.09%
274
2013
Q4
$621K
Buy
10,738
+1,560
+17%
+$92.5K
0.09%
236
2013
Q3
$537K
Buy
9,178
+302
+3%
+$16.7K
0.09%
263
2013
Q2
$457K
Buy
+8,876
New
+$428K
0.08%
294
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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