TT
WFM

Tiedemann Trust’s Whole Foods Market Inc WFM Stock Holding History

Tiedemann Trust’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
2013
Q3 		– Sell
-6,000
Closed -$308K – 114
2013
Q2 		$308K Buy
+6,000
New +$289K 0.05% 89

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Trust's WFM Position: Q3 2013 in Review

Tiedemann Trust sold out of Whole Foods Market Inc (WFM) in Q3 2013, closing a stake of 6,000 shares — an estimated $308K sold.

Tiedemann Trust first reported a position in WFM in Q2 2013 and held it in 1 quarter. The position peaked at $308K in Q2 2013. 565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

  • Tiedemann Trust reported no remaining Whole Foods Market Inc position as of Q3 2013 after selling out during the quarter.
  • Tiedemann Trust sold 6,000 Whole Foods Market Inc shares in Q3 2013, an estimated $308K.
  • Tiedemann Trust first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 1 quarter.
  • Tiedemann Trust's Whole Foods Market Inc position peaked at $308K in Q2 2013.
  • 565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on Tiedemann Trust's 13F filing for Q3 2013, filed 12 Nov 2013.