WP
WFM

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

Westend 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
2013
Q3 		$1.13M Buy
+19,324
New +$1.07M 1.35% 28

Other funds holding WFM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westend Partners's WFM Position: Q3 2013 in Review

Westend Partners opened a new position in Whole Foods Market Inc (WFM) in Q3 2013: 19,324 shares worth $1.13M. The stake represents 1.35% of the portfolio and ranks #28 among its holdings.

565 funds tracked by Wall St. Rank hold WFM as of Q3 2013.

  • Westend Partners held 19,324 shares of Whole Foods Market Inc worth $1.13M as of Q3 2013.
  • Whole Foods Market Inc was a new Westend Partners position in Q3 2013.
  • Whole Foods Market Inc made up 1.35% of Westend Partners's portfolio in Q3 2013, its #28 holding.
  • 565 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.