WCM Investment Management
WFM

WCM Investment Management’s Whole Foods Market Inc WFM Stock Holding History

WCM Investment Management’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
-4,000
Closed -$206K – 141
2013
Q2 		$206K Buy
+4,000
New +$193K 0.01% 138

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Vanguard Group
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State Street
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Wells Fargo
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management's WFM Position: Q3 2013 in Review

WCM Investment Management sold out of Whole Foods Market Inc (WFM) in Q3 2013, closing a stake of 4,000 shares — an estimated $206K sold.

WCM Investment Management first reported a position in WFM in Q2 2013 and held it in 1 quarter. The position peaked at $206K in Q2 2013. 565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

  • WCM Investment Management reported no remaining Whole Foods Market Inc position as of Q3 2013 after selling out during the quarter.
  • WCM Investment Management sold 4,000 Whole Foods Market Inc shares in Q3 2013, an estimated $206K.
  • WCM Investment Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 1 quarter.
  • WCM Investment Management's Whole Foods Market Inc position peaked at $206K in Q2 2013.
  • 565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on WCM Investment Management's 13F filing for Q3 2013, filed 8 Nov 2013.