YIA
WFM

YHB Investment Advisors’s Whole Foods Market Inc WFM Stock Holding History

YHB Investment Advisors’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
Q3 		– Sell
-9,245
Closed -$365K – 169
2015
Q2 		$365K Buy
9,245
+1,050
+13% +$47K 0.08% 134
2015
Q1 		$427K Buy
8,195
+1,700
+26% +$91.1K 0.1% 128
2014
Q4 		$327K Buy
6,495
+800
+14% +$35.2K 0.07% 138
2014
Q3 		$217K Buy
5,695
+375
+7% +$14.3K 0.05% 147
2014
Q2 		$206K Buy
+5,320
New +$232K 0.05% 149

Other funds holding WFM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

YHB Investment Advisors's WFM Position: Q3 2015 in Review

YHB Investment Advisors sold out of Whole Foods Market Inc (WFM) in Q3 2015, closing a stake of 9,245 shares — an estimated $365K sold.

YHB Investment Advisors first reported a position in WFM in Q2 2014 and held it in 5 quarters. The position peaked at $427K in Q1 2015. 657 funds tracked by Wall St. Rank hold WFM as of Q3 2015.

  • YHB Investment Advisors reported no remaining Whole Foods Market Inc position as of Q3 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 9,245 Whole Foods Market Inc shares in Q3 2015, an estimated $365K.
  • YHB Investment Advisors first reported a position in Whole Foods Market Inc in Q2 2014 and held it in 5 quarters.
  • YHB Investment Advisors's Whole Foods Market Inc position peaked at $427K in Q1 2015.
  • 657 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2015.

Based on YHB Investment Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.