WCM
WFM

Westend Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Westend Capital 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
2016
Q2 		– Sell
-25,880
Closed -$805K – 78
2016
Q1 		$805K Buy
+25,880
New +$810K 1.1% 37
2014
Q1 		– Sell
-19,120
Closed -$1.11M – 87
2013
Q4 		$1.11M Buy
+19,120
New +$1.13M 1.19% 30
2013
Q2 		$1.17M Buy
+22,768
New +$1.1M 1.21% 35

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Westend Capital Management's WFM Position: Q2 2016 in Review

Westend Capital Management sold out of Whole Foods Market Inc (WFM) in Q2 2016, closing a stake of 25,880 shares — an estimated $805K sold.

Westend Capital Management first reported a position in WFM in Q2 2013 and held it in 3 quarters. The position peaked at $1.17M in Q2 2013. 624 funds tracked by Wall St. Rank hold WFM as of Q2 2016.

  • Westend Capital Management reported no remaining Whole Foods Market Inc position as of Q2 2016 after selling out during the quarter.
  • Westend Capital Management sold 25,880 Whole Foods Market Inc shares in Q2 2016, an estimated $805K.
  • Westend Capital Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 3 quarters.
  • Westend Capital Management's Whole Foods Market Inc position peaked at $1.17M in Q2 2013.
  • 624 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q2 2016.

Based on Westend Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.