Sigma Planning Corp’s Whole Foods Market Inc WFM Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-6,554	Closed	-$220K	–	791
2015 Q4	$220K	Buy	+6,554	New	+$208K	0.03%	566
2015 Q3	–	Sell	-8,157	Closed	-$322K	–	772
2015 Q2	$322K	Sell	8,157 -3,185	-28%	-$142K	0.04%	464
2015 Q1	$591K	Sell	11,342 -1,745	-13%	-$93.5K	0.08%	304
2014 Q4	$660K	Buy	+13,087	New	+$577K	0.09%	267

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sigma Planning Corp's WFM Position: Q1 2016 in Review

Sigma Planning Corp sold out of Whole Foods Market Inc (WFM) in Q1 2016, closing a stake of 6,554 shares — an estimated $220K sold.

Sigma Planning Corp first reported a position in WFM in Q4 2014 and held it in 4 quarters. The position peaked at $660K in Q4 2014. 627 funds tracked by Wall St. Rank hold WFM as of Q1 2016.

Sigma Planning Corp reported no remaining Whole Foods Market Inc position as of Q1 2016 after selling out during the quarter.
Sigma Planning Corp sold 6,554 Whole Foods Market Inc shares in Q1 2016, an estimated $220K.
Sigma Planning Corp first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 4 quarters.
Sigma Planning Corp's Whole Foods Market Inc position peaked at $660K in Q4 2014.
627 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2016.

Based on Sigma Planning Corp's 13F filing for Q1 2016, filed 18 Apr 2016.