Winch Advisory Services’s Whole Foods Market Inc WFM Stock Holding History

Winch Advisory Services’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	–	Sell	-101	Closed	-$3K	–	309
2016 Q2	$3K	Buy	101 +1	+1%	+$31	﹤0.01%	222
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	189
2015 Q4	$3K	Buy	+100	New	+$3.18K	﹤0.01%	209
2014 Q3	–	Sell	-200	Closed	-$8K	–	278
2014 Q2	$8K	Hold	200	–	–	﹤0.01%	178
2014 Q1	$10K	Buy	+200	New	+$10.7K	0.01%	177

Other funds holding WFM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 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

Winch Advisory Services's WFM Position: Q3 2016 in Review

Winch Advisory Services sold out of Whole Foods Market Inc (WFM) in Q3 2016, closing a stake of 101 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in WFM in Q1 2014 and held it in 5 quarters. The position peaked at $10K in Q1 2014. 601 funds tracked by Wall St. Rank hold WFM as of Q3 2016.

Winch Advisory Services reported no remaining Whole Foods Market Inc position as of Q3 2016 after selling out during the quarter.
Winch Advisory Services sold 101 Whole Foods Market Inc shares in Q3 2016, an estimated $3K.
Winch Advisory Services first reported a position in Whole Foods Market Inc in Q1 2014 and held it in 5 quarters.
Winch Advisory Services's Whole Foods Market Inc position peaked at $10K in Q1 2014.
601 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2016.

Based on Winch Advisory Services's 13F filing for Q3 2016, filed 2 Nov 2016.