WP
WFM

WealthPLAN Partners’s Whole Foods Market Inc WFM Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.69K Hold
96
– – ﹤0.01% 822
2016
Q2 		$3.07K Buy
+96
New +$2.98K ﹤0.01% 2131
2015
Q4 		$3.22K Buy
+96
New +$3.05K ﹤0.01% 1425

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthPLAN Partners's WFM Position: Q3 2016 in Review

WealthPLAN Partners held its Whole Foods Market Inc (WFM) position steady in Q3 2016 at 96 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

WealthPLAN Partners first reported a position in WFM in Q4 2015 and has held it in 3 quarters since. The position peaked at $3.22K in Q4 2015. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

  • WealthPLAN Partners held 96 shares of Whole Foods Market Inc worth $2.69K as of Q3 2016.
  • WealthPLAN Partners left its Whole Foods Market Inc share count unchanged in Q3 2016.
  • Whole Foods Market Inc made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #822 holding.
  • WealthPLAN Partners first reported a position in Whole Foods Market Inc in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Whole Foods Market Inc position peaked at $3.22K in Q4 2015.
  • 601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.