SIG
WFM

Stanford Investment Group’s Whole Foods Market Inc WFM Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-2,991
Closed -$92K – 352
2016
Q4 		$92K Buy
2,991
+124
+4% +$3.73K 0.04% 95
2016
Q3 		$81K Buy
2,867
+11
+0.4% +$339 0.04% 104
2016
Q2 		$91K Buy
2,856
+12
+0.4% +$373 0.05% 97
2016
Q1 		$88K Buy
2,844
+12
+0.4% +$376 0.05% 96
2015
Q4 		$95K Buy
2,832
+10
+0.4% +$318 0.05% 89
2015
Q3 		$89K Buy
2,822
+8
+0.3% +$283 0.07% 82
2015
Q2 		$111K Buy
2,814
+107
+4% +$4.79K 0.08% 79
2015
Q1 		$141K Buy
2,707
+7
+0.3% +$375 0.11% 74
2014
Q4 		$136K Buy
+2,700
New +$119K 0.11% 75

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stanford Investment Group's WFM Position: Q1 2017 in Review

Stanford Investment Group sold out of Whole Foods Market Inc (WFM) in Q1 2017, closing a stake of 2,991 shares — an estimated $92K sold.

Stanford Investment Group first reported a position in WFM in Q4 2014 and held it in 9 quarters. The position peaked at $141K in Q1 2015. 587 funds tracked by Wall St. Rank hold WFM as of Q1 2017.

  • Stanford Investment Group reported no remaining Whole Foods Market Inc position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 2,991 Whole Foods Market Inc shares in Q1 2017, an estimated $92K.
  • Stanford Investment Group first reported a position in Whole Foods Market Inc in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Whole Foods Market Inc position peaked at $141K in Q1 2015.
  • 587 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.