WA
WFM

WealthTrust-Arizona’s Whole Foods Market Inc WFM Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-25
Closed -$1K – 689
2015
Q1 		$1K Hold
25
– – ﹤0.01% 638
2014
Q4 		$1K Sell
25
-36
-59% -$1.59K ﹤0.01% 605
2014
Q3 		$2K Hold
61
– – ﹤0.01% 583
2014
Q2 		$2K Buy
61
+25
+69% +$1.09K ﹤0.01% 574
2014
Q1 		$2K Buy
+36
New +$1.92K ﹤0.01% 610
2013
Q3 		– Sell
-30
Closed -$2K – 683
2013
Q2 		$2K Buy
+30
New +$1.45K ﹤0.01% 554

Other funds holding WFM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthTrust-Arizona's WFM Position: Q2 2015 in Review

WealthTrust-Arizona sold out of Whole Foods Market Inc (WFM) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in WFM in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2014. 684 funds tracked by Wall St. Rank hold WFM as of Q2 2015.

  • WealthTrust-Arizona reported no remaining Whole Foods Market Inc position as of Q2 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 25 Whole Foods Market Inc shares in Q2 2015, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's Whole Foods Market Inc position peaked at $2K in Q3 2014.
  • 684 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2015.

Based on WealthTrust-Arizona's 13F filing for Q2 2015, filed 20 Jul 2015.