WCM
WFM

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

Windsor 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
2015
Q4 		– Sell
-620
Closed -$19K – 524
2015
Q3 		$19K Buy
+620
New +$21.9K 0.01% 267
2014
Q1 		– Sell
-620
Closed -$36K – 347
2013
Q4 		$36K Hold
620
– – 0.02% 199
2013
Q3 		$36K Hold
620
– – 0.02% 208
2013
Q2 		$32K Buy
+620
New +$29.9K 0.02% 213

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Windsor Capital Management's WFM Position: Q4 2015 in Review

Windsor Capital Management sold out of Whole Foods Market Inc (WFM) in Q4 2015, closing a stake of 620 shares — an estimated $19K sold.

Windsor Capital Management first reported a position in WFM in Q2 2013 and held it in 4 quarters. The position peaked at $36K in Q4 2013. 642 funds tracked by Wall St. Rank hold WFM as of Q4 2015.

  • Windsor Capital Management reported no remaining Whole Foods Market Inc position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 620 Whole Foods Market Inc shares in Q4 2015, an estimated $19K.
  • Windsor Capital Management first reported a position in Whole Foods Market Inc in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Whole Foods Market Inc position peaked at $36K in Q4 2013.
  • 642 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.