TIA
WFM

Tiemann Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

Tiemann Investment Advisors’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
2014
Q2 		– Sell
-3,940
Closed -$200K – 148
2014
Q1 		$200K Sell
3,940
-100
-2% -$5.33K 0.22% 144
2013
Q4 		$234K Buy
+4,040
New +$240K 0.28% 123

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Sands Capital Management
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Brown Advisory
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiemann Investment Advisors's WFM Position: Q2 2014 in Review

Tiemann Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q2 2014, closing a stake of 3,940 shares — an estimated $200K sold.

Tiemann Investment Advisors first reported a position in WFM in Q4 2013 and held it in 2 quarters. The position peaked at $234K in Q4 2013. 599 funds tracked by Wall St. Rank hold WFM as of Q2 2014.

  • Tiemann Investment Advisors reported no remaining Whole Foods Market Inc position as of Q2 2014 after selling out during the quarter.
  • Tiemann Investment Advisors sold 3,940 Whole Foods Market Inc shares in Q2 2014, an estimated $200K.
  • Tiemann Investment Advisors first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 2 quarters.
  • Tiemann Investment Advisors's Whole Foods Market Inc position peaked at $234K in Q4 2013.
  • 599 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2014.

Based on Tiemann Investment Advisors's 13F filing for Q2 2014, filed 1 Aug 2014.