SAG
WFM

Sterne Agee Group’s Whole Foods Market Inc WFM Stock Holding History

Sterne Agee 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
2015
Q1 		$759K Buy
14,579
+4,333
+42% +$232K 0.11% 225
2014
Q4 		$517K Buy
+10,246
New +$451K 0.08% 254

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 $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Sterne Agee Group's WFM Position: Q1 2015 in Review

Sterne Agee Group increased its Whole Foods Market Inc (WFM) stake by 42% in Q1 2015, buying an estimated $232K and bringing the position to 14,579 shares worth $759K. The position accounts for 0.11% of the portfolio, ranked #225.

Sterne Agee Group first reported a position in WFM in Q4 2014 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold WFM as of Q1 2015.

  • Sterne Agee Group held 14,579 shares of Whole Foods Market Inc worth $759K as of Q1 2015.
  • Sterne Agee Group bought 4,333 Whole Foods Market Inc shares in Q1 2015, an estimated $232K.
  • Whole Foods Market Inc made up 0.11% of Sterne Agee Group's portfolio in Q1 2015, its #225 holding.
  • Sterne Agee Group first reported a position in Whole Foods Market Inc in Q4 2014 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.