S
WFM

SignatureFD’s Whole Foods Market Inc WFM Stock Holding History

SignatureFD’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
Q4 		– Sell
-248
Closed -$7K – 1511
2016
Q3 		$7K Buy
248
+55
+28% +$1.69K ﹤0.01% 1157
2016
Q2 		$6K Sell
193
-29
-13% -$902 ﹤0.01% 1068
2016
Q1 		$7K Sell
222
-79
-26% -$2.47K ﹤0.01% 936
2015
Q4 		$10K Sell
301
-313
-51% -$9.95K ﹤0.01% 738
2015
Q3 		$19K Buy
614
+44
+8% +$1.55K ﹤0.01% 551
2015
Q2 		$22K Buy
570
+462
+428% +$20.7K ﹤0.01% 456
2015
Q1 		$6K Hold
108
– – ﹤0.01% 652
2014
Q4 		$5K Buy
+108
New +$4.76K ﹤0.01% 638
2014
Q1 		– Sell
-830
Closed -$48K – 966
2013
Q4 		$48K Hold
830
– – 0.02% 227
2013
Q3 		$49K Hold
830
– – 0.02% 211
2013
Q2 		$43K Buy
+830
New +$40K 0.02% 187

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SignatureFD's WFM Position: Q4 2016 in Review

SignatureFD sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 248 shares — an estimated $7K sold.

SignatureFD first reported a position in WFM in Q2 2013 and held it in 11 quarters. The position peaked at $49K in Q3 2013. 640 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

  • SignatureFD reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
  • SignatureFD sold 248 Whole Foods Market Inc shares in Q4 2016, an estimated $7K.
  • SignatureFD first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 11 quarters.
  • SignatureFD's Whole Foods Market Inc position peaked at $49K in Q3 2013.
  • 640 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on SignatureFD's 13F filing for Q4 2016, filed 14 Feb 2017.