WEALTHFRONT CORP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 1,054 positions, added to 2,483, reduced 591 and sold out of 1,286.
- Q2 2014: Stock AAPL; Country of operation United States; Class Common; Shares before 1,822.
- Q2 2014: Stock XOMXXXX; Country of operation —; Class Common; Shares before 8,865.
- Q2 2014: Stock JNJ; Country of operation United States; Class Common; Shares before 7,027.
- Q2 2014: Stock CVX; Country of operation United States; Class Common; Shares before 3,135.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2014 | AAPL
APPLE INC | United States | Common | 1,822 | 20,797 | +18,975 | $987,000 | $1,957,000 | +$970,000 | 2014-07-24 |
|---|
| Q2 2014 | XOMXXXX
EXXON MOBIL COR | | Common | 8,865 | 16,092 | +7,227 | $866,000 | $1,646,000 | +$780,000 | 2014-07-24 |
|---|
| Q2 2014 | JNJ
JOHNSON & JOHNS | United States | Common | 7,027 | 12,565 | +5,538 | $688,000 | $1,330,000 | +$642,000 | 2014-07-24 |
|---|
| Q2 2014 | CVX
CHEVRON CORPORA | United States | Common | 3,135 | 7,025 | +3,890 | $373,000 | $922,000 | +$549,000 | 2014-07-24 |
|---|
| Q2 2014 | BRKB
BERKSHIRE HATHA | | Common | 3,906 | 7,916 | +4,010 | $488,000 | $1,024,000 | +$536,000 | 2014-07-24 |
|---|
| Q2 2014 | WFC
WELLS FARGO & C | United States | Common | 15,142 | 24,245 | +9,103 | $754,000 | $1,285,000 | +$531,000 | 2014-07-24 |
|---|
| Q2 2014 | MSFT
MICROSOFT CORP | United States | Common | 19,030 | 30,357 | +11,327 | $788,000 | $1,269,000 | +$481,000 | 2014-07-24 |
|---|
| Q2 2014 | CMCSA
COMCAST CORP | United States | Common | 1,563 | 10,021 | +8,458 | $78,000 | $550,000 | +$472,000 | 2014-07-24 |
|---|
| Q2 2014 | GILD
GILEAD SCIENCES | United States | Common | 1,083 | 6,046 | +4,963 | $80,000 | $531,000 | +$451,000 | 2014-07-24 |
|---|
| Q2 2014 | KO
COCA COLA COMPA | United States | Common | 5,600 | 15,524 | +9,924 | $215,000 | $656,000 | +$441,000 | 2014-07-24 |
|---|
| Q2 2014 | VZ
VERIZON COMMUNI | United States | Common | 7,406 | 14,286 | +6,880 | $354,000 | $710,000 | +$356,000 | 2014-07-24 |
|---|
| Q2 2014 | T
AT&T INC | United States | Common | 6,850 | 16,274 | +9,424 | $240,000 | $583,000 | +$343,000 | 2014-07-24 |
|---|
| Q2 2014 | C
CITIGROUP INC | United States | Common | 3,344 | 10,306 | +6,962 | $160,000 | $497,000 | +$337,000 | 2014-07-24 |
|---|
| Q2 2014 | ORCL
ORACLE CORPORAT | United States | Common | 8,592 | 16,568 | +7,976 | $356,000 | $685,000 | +$329,000 | 2014-07-24 |
|---|
| Q2 2014 | SLB
SCHLUMBERGER LT | | Common | 4,472 | 6,404 | +1,932 | $438,000 | $752,000 | +$314,000 | 2014-07-24 |
|---|
| Q2 2014 | PG
PROCTER & GAMBL | United States | Common | 4,717 | 8,598 | +3,881 | $379,000 | $688,000 | +$309,000 | 2014-07-24 |
|---|
| Q2 2014 | CSCO
CISCO SYSTEMS I | United States | Common | 10,118 | 21,258 | +11,140 | $234,000 | $535,000 | +$301,000 | 2014-07-24 |
|---|
| Q2 2014 | INTC
INTEL CORP | United States | Common | 10,070 | 18,069 | +7,999 | $262,000 | $563,000 | +$301,000 | 2014-07-24 |
|---|
| Q2 2014 | QCOM
QUALCOMM INC | United States | Common | 4,863 | 8,438 | +3,575 | $390,000 | $683,000 | +$293,000 | 2014-07-24 |
|---|
| Q2 2014 | PEP
PEPSICO INC | United States | Common | 2,887 | 5,822 | +2,935 | $239,000 | $524,000 | +$285,000 | 2014-07-24 |
|---|
| Q2 2014 | MRK
MERCK & CO INC | United States | Common | 7,477 | 11,893 | +4,416 | $421,000 | $704,000 | +$283,000 | 2014-07-24 |
|---|
| Q2 2014 | AMZN
AMAZON.COM INC | United States | Common | 374 | 1,133 | +759 | $128,000 | $382,000 | +$254,000 | 2014-07-24 |
|---|
| Q2 2014 | DIS
WALT DISNEY CO | United States | Common | 4,602 | 7,197 | +2,595 | $375,000 | $625,000 | +$250,000 | 2014-07-24 |
|---|
| Q2 2014 | COP
CONOCOPHILLIPS | United States | Common | 2,429 | 4,854 | +2,425 | $171,000 | $419,000 | +$248,000 | 2014-07-24 |
|---|
| Q2 2014 | PM
PHILIP MORRIS I | United States | Common | 2,254 | 4,986 | +2,732 | $185,000 | $427,000 | +$242,000 | 2014-07-24 |
|---|
| Q2 2014 | WMT
WAL-MART STORES | United States | Common | 3,537 | 6,492 | +2,955 | $272,000 | $492,000 | +$220,000 | 2014-07-24 |
|---|
| Q2 2014 | MA
MASTERCARD INCO | United States | Common | 1,054 | 3,796 | +2,742 | $79,000 | $291,000 | +$212,000 | 2014-07-24 |
|---|
| Q2 2014 | MS
MORGAN STANLEY | United States | Common | 2,728 | 8,667 | +5,939 | $85,000 | $283,000 | +$198,000 | 2014-07-24 |
|---|
| Q2 2014 | F
FORD MOTOR CO | United States | Common | 7,672 | 18,395 | +10,723 | $125,000 | $319,000 | +$194,000 | 2014-07-24 |
|---|
| Q2 2014 | HD
HOME DEPOT INC | United States | Common | 2,511 | 4,779 | +2,268 | $199,000 | $392,000 | +$193,000 | 2014-07-24 |
|---|
| Q2 2014 | AIG
AMERICAN INTERN | United States | Common | 2,211 | 5,259 | +3,048 | $110,000 | $293,000 | +$183,000 | 2014-07-24 |
|---|
| Q2 2014 | BA
BOEING CO | United States | Common | 704 | 2,094 | +1,390 | $90,000 | $269,000 | +$179,000 | 2014-07-24 |
|---|
| Q2 2014 | UNP
UNION PACIFIC C | United States | Common | 1,715 | 4,974 | +3,259 | $323,000 | $502,000 | +$179,000 | 2014-07-24 |
|---|
| Q2 2014 | CVS
CVS CAREMARK CO | United States | Common | 2,893 | 5,021 | +2,128 | $215,000 | $386,000 | +$171,000 | 2014-07-24 |
|---|
| Q2 2014 | EOG
EOG RES INC | United States | Common | 782 | 2,123 | +1,341 | $77,000 | $248,000 | +$171,000 | 2014-07-24 |
|---|
| Q2 2014 | MO
ALTRIA GROUP IN | United States | Common | 2,166 | 5,679 | +3,513 | $81,000 | $241,000 | +$160,000 | 2014-07-24 |
|---|
| Q2 2014 | COF
CAPITAL ONE FIN | United States | Common | 1,118 | 2,894 | +1,776 | $86,000 | $246,000 | +$160,000 | 2014-07-24 |
|---|
| Q2 2014 | MMM
3M COMPANY | United States | Common | 1,262 | 2,278 | +1,016 | $172,000 | $331,000 | +$159,000 | 2014-07-24 |
|---|
| Q2 2014 | LLY
ELI LILLY & CO | United States | Common | 3,453 | 5,652 | +2,199 | $203,000 | $356,000 | +$153,000 | 2014-07-24 |
|---|
| Q2 2014 | VRTX
VERTEX PHARMACE | United States | Common | 154 | 1,640 | +1,486 | $11,000 | $162,000 | +$151,000 | 2014-07-24 |
|---|
| Q2 2014 | OXY
OCCIDENTAL PETE | United States | Common | 1,381 | 2,748 | +1,367 | $131,000 | $281,000 | +$150,000 | 2014-07-24 |
|---|
| Q2 2014 | MCD
MCDONALDS CORP | United States | Common | 3,081 | 4,454 | +1,373 | $302,000 | $450,000 | +$148,000 | 2014-07-24 |
|---|
| Q2 2014 | USB
US BANCORP DEL | United States | Common | 5,801 | 8,993 | +3,192 | $249,000 | $392,000 | +$143,000 | 2014-07-24 |
|---|
| Q2 2014 | META
FACEBOOK INC | United States | Common | 2,505 | 4,468 | +1,963 | $157,000 | $296,000 | +$139,000 | 2014-07-24 |
|---|
| Q2 2014 | ZTS
ZOETIS INC | United States | Common | 240 | 4,440 | +4,200 | $7,000 | $146,000 | +$139,000 | 2014-07-24 |
|---|
| Q2 2014 | MET
METLIFE INC | United States | Common | 1,641 | 3,866 | +2,225 | $88,000 | $221,000 | +$133,000 | 2014-07-24 |
|---|
| Q2 2014 | ABT
ABBOTT LABORATO | United States | Common | 3,627 | 6,472 | +2,845 | $140,000 | $271,000 | +$131,000 | 2014-07-24 |
|---|
| Q2 2014 | UPS
UNITED PARCEL S | United States | Common | 1,435 | 2,585 | +1,150 | $140,000 | $269,000 | +$129,000 | 2014-07-24 |
|---|
| Q2 2014 | ADM
ARCHER-DANIELS- | United States | Common | 1,418 | 4,076 | +2,658 | $62,000 | $187,000 | +$125,000 | 2014-07-24 |
|---|
| Q2 2014 | MDLZ
MONDELEZ INTERN | United States | Common | 3,452 | 6,452 | +3,000 | $120,000 | $245,000 | +$125,000 | 2014-07-24 |
|---|
| Q2 2014 | V
VISA INC | United States | Common | 1,307 | 1,854 | +547 | $281,000 | $401,000 | +$120,000 | 2014-07-24 |
|---|
| Q2 2014 | CAT
CATERPILLAR INC | United States | Common | 2,054 | 2,889 | +835 | $205,000 | $321,000 | +$116,000 | 2014-07-24 |
|---|
| Q2 2014 | UNH
UNITEDHEALTH GR | United States | Common | 2,223 | 3,581 | +1,358 | $182,000 | $298,000 | +$116,000 | 2014-07-24 |
|---|
| Q2 2014 | CL
COLGATE PALMOLI | United States | Common | 1,356 | 2,886 | +1,530 | $87,000 | $199,000 | +$112,000 | 2014-07-24 |
|---|
| Q2 2014 | TXN
TEXAS INSTRUMEN | United States | Common | 2,904 | 5,116 | +2,212 | $138,000 | $250,000 | +$112,000 | 2014-07-24 |
|---|
| Q2 2014 | ABBV
ABBVIE INC | United States | Common | 3,282 | 4,831 | +1,549 | $171,000 | $281,000 | +$110,000 | 2014-07-24 |
|---|
| Q2 2014 | AMT
AMERICAN TOWER | United States | Common | 1,049 | 2,183 | +1,134 | $86,000 | $196,000 | +$110,000 | 2014-07-24 |
|---|
| Q2 2014 | BNY
BANK NEW YORK M | United States | Common | 2,506 | 5,181 | +2,675 | $89,000 | $197,000 | +$108,000 | 2014-07-24 |
|---|
| Q2 2014 | HAL
HALLIBURTON COM | United States | Common | 1,947 | 3,158 | +1,211 | $116,000 | $224,000 | +$108,000 | 2014-07-24 |
|---|
| Q2 2014 | LUV
SOUTHWEST AIRLI | United States | Common | 1,813 | 5,202 | +3,389 | $43,000 | $144,000 | +$101,000 | 2014-07-24 |
|---|
| Q2 2014 | COST
COSTCO WHOLESAL | United States | Common | 1,065 | 1,885 | +820 | $119,000 | $219,000 | +$100,000 | 2014-07-24 |
|---|
| Q2 2014 | TRV
THE TRAVELERS C | United States | Common | 1,124 | 2,054 | +930 | $95,000 | $195,000 | +$100,000 | 2014-07-24 |
|---|
| Q2 2014 | IVZ
INVESCO LTD | United States | Common | 711 | 3,266 | +2,555 | $27,000 | $126,000 | +$99,000 | 2014-07-24 |
|---|
| Q2 2014 | PSX
PHILLIPS 66 | United States | Common | 1,668 | 2,834 | +1,166 | $133,000 | $231,000 | +$98,000 | 2014-07-24 |
|---|
| Q2 2014 | ACN
ACCENTURE PLC I | | Common | 845 | 1,993 | +1,148 | $67,000 | $163,000 | +$96,000 | 2014-07-24 |
|---|
| Q2 2014 | PNC
PNC FINANCIAL S | United States | Common | 2,114 | 3,101 | +987 | $184,000 | $279,000 | +$95,000 | 2014-07-24 |
|---|
| Q2 2014 | YUM
YUM BRANDS INC | United States | Common | 934 | 2,010 | +1,076 | $71,000 | $166,000 | +$95,000 | 2014-07-24 |
|---|
| Q2 2014 | PRGO
PERRIGO COMPANY | Ireland | Common | 202 | 817 | +615 | $31,000 | $125,000 | +$94,000 | 2014-07-24 |
|---|
| Q2 2014 | VFC
VF CORPORATION | United States | Common | 702 | 2,157 | +1,455 | $44,000 | $137,000 | +$93,000 | 2014-07-24 |
|---|
| Q2 2014 | KR
KROGER CO | United States | Common | 1,466 | 3,111 | +1,645 | $64,000 | $154,000 | +$90,000 | 2014-07-24 |
|---|
| Q2 2014 | GS
GOLDMAN SACHS G | United States | Common | 790 | 1,301 | +511 | $131,000 | $220,000 | +$89,000 | 2014-07-24 |
|---|
| Q2 2014 | HONZZZZ
HONEYWELL INTL | | Common | 2,888 | 3,761 | +873 | $269,000 | $357,000 | +$88,000 | 2014-07-24 |
|---|
| Q2 2014 | NFLX
NETFLIX COM INC | United States | Common | 61 | 230 | +169 | $22,000 | $109,000 | +$87,000 | 2014-07-24 |
|---|
| Q2 2014 | PRU
PRUDENTIAL FINA | United States | Common | 740 | 1,649 | +909 | $64,000 | $151,000 | +$87,000 | 2014-07-24 |
|---|
| Q2 2014 | ZBH
ZIMMER HOLDINGS | United States | Common | 663 | 1,418 | +755 | $63,000 | $149,000 | +$86,000 | 2014-07-24 |
|---|
| Q2 2014 | IBM
INTERNATIONAL B | United States | Common | 2,526 | 3,055 | +529 | $491,000 | $576,000 | +$85,000 | 2014-07-24 |
|---|
| Q2 2014 | ADBE
ADOBE SYSTEMS I | United States | Common | 2,206 | 3,096 | +890 | $145,000 | $228,000 | +$83,000 | 2014-07-24 |
|---|
| Q2 2014 | DUK
DUKE ENERGY COR | United States | Common | 1,381 | 2,506 | +1,125 | $98,000 | $179,000 | +$81,000 | 2014-07-24 |
|---|
| Q2 2014 | COR
AMERISOURCEBERG | United States | Common | 272 | 1,339 | +1,067 | $18,000 | $98,000 | +$80,000 | 2014-07-24 |
|---|
| Q2 2014 | FCX
FREEPORT MCMORA | United States | Common | 659 | 2,585 | +1,926 | $22,000 | $100,000 | +$78,000 | 2014-07-24 |
|---|
| Q2 2014 | GM
GENERAL MOTORS | United States | Common | 1,619 | 3,562 | +1,943 | $56,000 | $134,000 | +$78,000 | 2014-07-24 |
|---|
| Q2 2014 | BAX
BAXTER INTERNAT | United States | Common | 1,498 | 2,494 | +996 | $110,000 | $187,000 | +$77,000 | 2014-07-24 |
|---|
| Q2 2014 | EL
ESTEE LAUDER CO | United States | Common | 310 | 1,300 | +990 | $21,000 | $97,000 | +$76,000 | 2014-07-24 |
|---|
| Q2 2014 | WMB
WILLIAMS COMPAN | United States | Common | 2,257 | 2,878 | +621 | $93,000 | $167,000 | +$74,000 | 2014-07-24 |
|---|
| Q2 2014 | NSC
NORFOLK SOUTHER | United States | Common | 1,068 | 1,696 | +628 | $105,000 | $176,000 | +$71,000 | 2014-07-24 |
|---|
| Q2 2014 | SCHW
CHARLES SCHWAB | United States | Common | 2,603 | 5,046 | +2,443 | $71,000 | $142,000 | +$71,000 | 2014-07-24 |
|---|
| Q2 2014 | PFG
PRINCIPAL FINAN | United States | Common | 1,464 | 2,712 | +1,248 | $69,000 | $140,000 | +$71,000 | 2014-07-24 |
|---|
| Q2 2014 | SPG
SIMON PROPERTY | United States | Common | 797 | 1,213 | +416 | $131,000 | $202,000 | +$71,000 | 2014-07-24 |
|---|
| Q2 2014 | LMT
LOCKHEED MARTIN | United States | Common | 896 | 1,360 | +464 | $147,000 | $217,000 | +$70,000 | 2014-07-24 |
|---|
| Q2 2014 | MCK
MCKESSON CORP | United States | Common | 750 | 1,060 | +310 | $132,000 | $201,000 | +$69,000 | 2014-07-24 |
|---|
| Q2 2014 | CRM
SALESFORCE.COM | United States | Common | 996 | 2,159 | +1,163 | $59,000 | $127,000 | +$68,000 | 2014-07-24 |
|---|
| Q2 2014 | MU
MICRON TECHNOLO | United States | Common | 1,440 | 3,012 | +1,572 | $35,000 | $102,000 | +$67,000 | 2014-07-24 |
|---|
| Q2 2014 | DAL
DELTA AIR LINES | United States | Common | 2,166 | 3,686 | +1,520 | $77,000 | $142,000 | +$65,000 | 2014-07-24 |
|---|
| Q2 2014 | KMI
KINDER MORGAN I | United States | Common | 514 | 2,306 | +1,792 | $17,000 | $82,000 | +$65,000 | 2014-07-24 |
|---|
| Q2 2014 | MOS
MOSAIC COMPANY | United States | Common | 1,481 | 2,794 | +1,313 | $74,000 | $137,000 | +$63,000 | 2014-07-24 |
|---|
| Q2 2014 | DVA
DAVITA HEALTHCA | United States | Common | 730 | 1,551 | +821 | $51,000 | $114,000 | +$63,000 | 2014-07-24 |
|---|
| Q2 2014 | FDX
FEDEX CORP | United States | Common | 373 | 734 | +361 | $50,000 | $113,000 | +$63,000 | 2014-07-24 |
|---|
| Q2 2014 | ADP
AUTOMATIC DATA | United States | Common | 559 | 1,300 | +741 | $43,000 | $105,000 | +$62,000 | 2014-07-24 |
|---|
| Q2 2014 | PH
PARKER HANNIFIN | United States | Common | 451 | 922 | +471 | $55,000 | $117,000 | +$62,000 | 2014-07-24 |
|---|
| Q2 2014 | MAT
MATTEL INC | United States | Common | 3,522 | 5,093 | +1,571 | $142,000 | $203,000 | +$61,000 | 2014-07-24 |
|---|
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