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 TMO; Country of operation United States; Class Common; Shares before 1,037.
- Q2 2014: Stock SO; Country of operation United States; Class Common; Shares before 3,907.
- Q2 2014: Stock DE; Country of operation United States; Class Common; Shares before 861.
- Q2 2014: Stock RVTY; Country of operation United States; Class Common; Shares before 769.
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 | TMO
THERMO FISHER S | United States | Common | 1,037 | 1,559 | +522 | $126,000 | $187,000 | +$61,000 | 2014-07-24 |
|---|
| Q2 2014 | SO
SOUTHERN CO | United States | Common | 3,907 | 5,230 | +1,323 | $170,000 | $230,000 | +$60,000 | 2014-07-24 |
|---|
| Q2 2014 | DE
DEERE & CO | United States | Common | 861 | 1,513 | +652 | $79,000 | $138,000 | +$59,000 | 2014-07-24 |
|---|
| Q2 2014 | RVTY
PERKINELMER INC | United States | Common | 769 | 1,921 | +1,152 | $35,000 | $93,000 | +$58,000 | 2014-07-24 |
|---|
| Q2 2014 | EMR
EMERSON ELECTRI | United States | Common | 799 | 1,657 | +858 | $54,000 | $112,000 | +$58,000 | 2014-07-24 |
|---|
| Q2 2014 | CSX
CSX CORP | United States | Common | 2,260 | 3,942 | +1,682 | $66,000 | $123,000 | +$57,000 | 2014-07-24 |
|---|
| Q2 2014 | SRE
SEMPRA ENERGY | United States | Common | 1,202 | 1,715 | +513 | $116,000 | $173,000 | +$57,000 | 2014-07-24 |
|---|
| Q2 2014 | AZO
AUTOZONE INC | United States | Common | 166 | 269 | +103 | $89,000 | $145,000 | +$56,000 | 2014-07-24 |
|---|
| Q2 2014 | LYB
LYONDELLBASELL | | Common | 1,007 | 1,451 | +444 | $89,000 | $145,000 | +$56,000 | 2014-07-24 |
|---|
| Q2 2014 | BIIB
BIOGEN IDEC INC | United States | Common | 592 | 719 | +127 | $183,000 | $238,000 | +$55,000 | 2014-07-24 |
|---|
| Q2 2014 | ETN
EATON CORPORATI | | Common | 656 | 1,345 | +689 | $50,000 | $105,000 | +$55,000 | 2014-07-24 |
|---|
| Q2 2014 | KMB
KIMBERLY CLARK | United States | Common | 1,376 | 1,844 | +468 | $151,000 | $206,000 | +$55,000 | 2014-07-24 |
|---|
| Q2 2014 | AMAT
APPLIED MATERIA | United States | Common | 6,023 | 7,796 | +1,773 | $124,000 | $178,000 | +$54,000 | 2014-07-24 |
|---|
| Q2 2014 | GNW
GENWORTH FINANC | United States | Common | 2,957 | 6,084 | +3,127 | $53,000 | $107,000 | +$54,000 | 2014-07-24 |
|---|
| Q2 2014 | NEE
NEXTERA ENERGY | United States | Common | 870 | 1,386 | +516 | $83,000 | $136,000 | +$53,000 | 2014-07-24 |
|---|
| Q2 2014 | MRSH
MARSH & MCLENNA | United States | Common | 2,006 | 2,919 | +913 | $99,000 | $152,000 | +$53,000 | 2014-07-24 |
|---|
| Q2 2014 | TROW
PRICE T ROWE GR | United States | Common | 1,032 | 1,624 | +592 | $86,000 | $139,000 | +$53,000 | 2014-07-24 |
|---|
| Q2 2014 | APD
AIR PRODUCTS & | United States | Common | 637 | 986 | +349 | $76,000 | $128,000 | +$52,000 | 2014-07-24 |
|---|
| Q2 2014 | CTSH
COGNIZANT TECHN | United States | Common | 1,654 | 2,733 | +1,079 | $85,000 | $137,000 | +$52,000 | 2014-07-24 |
|---|
| Q2 2014 | MUR
MURPHY OIL CORP | United States | Common | 369 | 1,108 | +739 | $23,000 | $74,000 | +$51,000 | 2014-07-24 |
|---|
| Q2 2014 | DVN
DEVON ENERGY CO | United States | Common | 1,640 | 2,046 | +406 | $111,000 | $162,000 | +$51,000 | 2014-07-24 |
|---|
| Q2 2014 | VMRK
EQUITY RESIDENT | United States | Common | 884 | 1,632 | +748 | $52,000 | $103,000 | +$51,000 | 2014-07-24 |
|---|
| Q2 2014 | GD
GENERAL DYNAMIC | United States | Common | 765 | 1,164 | +399 | $84,000 | $135,000 | +$51,000 | 2014-07-24 |
|---|
| Q2 2014 | BDX
BECTON DICKINSO | United States | Common | 833 | 1,228 | +395 | $98,000 | $148,000 | +$50,000 | 2014-07-24 |
|---|
| Q2 2014 | NVDA
NVIDIA CORP | United States | Common | 1,852 | 4,489 | +2,637 | $35,000 | $85,000 | +$50,000 | 2014-07-24 |
|---|
| Q2 2014 | MTB
M & T BANK CORP | United States | Common | 465 | 845 | +380 | $57,000 | $106,000 | +$49,000 | 2014-07-24 |
|---|
| Q2 2014 | TRIP
TRIPADVISOR INC | United States | Common | 360 | 758 | +398 | $34,000 | $83,000 | +$49,000 | 2014-07-24 |
|---|
| Q2 2014 | BFB
BROWN-FORMAN CO | | Common | 1,292 | 1,737 | +445 | $116,000 | $164,000 | +$48,000 | 2014-07-24 |
|---|
| Q2 2014 | NTAP
NETAPP INC | United States | Common | 206 | 1,475 | +1,269 | $8,000 | $56,000 | +$48,000 | 2014-07-24 |
|---|
| Q2 2014 | NRG
NRG ENERGY INC | United States | Common | 1,657 | 2,824 | +1,167 | $52,000 | $100,000 | +$48,000 | 2014-07-24 |
|---|
| Q2 2014 | HUM
HUMANA INC | United States | Common | 604 | 891 | +287 | $68,000 | $116,000 | +$48,000 | 2014-07-24 |
|---|
| Q2 2014 | ALL
ALLSTATE CORP | United States | Common | 1,852 | 2,577 | +725 | $105,000 | $152,000 | +$47,000 | 2014-07-24 |
|---|
| Q2 2014 | AXP
AMERICAN EXPRES | United States | Common | 2,540 | 2,915 | +375 | $232,000 | $279,000 | +$47,000 | 2014-07-24 |
|---|
| Q2 2014 | AN
AUTONATION INC | United States | Common | 543 | 1,265 | +722 | $30,000 | $77,000 | +$47,000 | 2014-07-24 |
|---|
| Q2 2014 | D
DOMINION RESOUR | United States | Common | 1,172 | 1,873 | +701 | $83,000 | $129,000 | +$46,000 | 2014-07-24 |
|---|
| Q2 2014 | AKAM
AKAMAI TECHNOLO | United States | Common | 498 | 1,216 | +718 | $30,000 | $75,000 | +$45,000 | 2014-07-24 |
|---|
| Q2 2014 | CME
CME GROUP INC | United States | Common | 768 | 1,393 | +625 | $56,000 | $101,000 | +$45,000 | 2014-07-24 |
|---|
| Q2 2014 | GLW
CORNING INC | United States | Common | 5,288 | 6,966 | +1,678 | $111,000 | $156,000 | +$45,000 | 2014-07-24 |
|---|
| Q2 2014 | DHR
DANAHER CORP | United States | Common | 1,356 | 1,854 | +498 | $102,000 | $147,000 | +$45,000 | 2014-07-24 |
|---|
| Q2 2014 | BEN
FRANKLIN RESOUR | United States | Common | 861 | 1,572 | +711 | $47,000 | $92,000 | +$45,000 | 2014-07-24 |
|---|
| Q2 2014 | GIS
GENERAL MILLS I | United States | Common | 2,049 | 2,822 | +773 | $106,000 | $150,000 | +$44,000 | 2014-07-24 |
|---|
| Q2 2014 | TAP
MOLSON COORS BR | | Common | 951 | 1,335 | +384 | $56,000 | $99,000 | +$43,000 | 2014-07-24 |
|---|
| Q2 2014 | ECL
ECOLAB INC | United States | Common | 464 | 837 | +373 | $50,000 | $93,000 | +$43,000 | 2014-07-24 |
|---|
| Q2 2014 | EA
ELECTRONIC ARTS | United States | Common | 884 | 1,882 | +998 | $26,000 | $69,000 | +$43,000 | 2014-07-24 |
|---|
| Q2 2014 | ITW
ILLINOIS TOOL W | United States | Common | 540 | 989 | +449 | $44,000 | $87,000 | +$43,000 | 2014-07-24 |
|---|
| Q2 2014 | MAR
MARRIOT INTERNA | United States | Common | 882 | 1,415 | +533 | $50,000 | $93,000 | +$43,000 | 2014-07-24 |
|---|
| Q2 2014 | NKE
NIKE INC-CL B | United States | Common | 1,946 | 2,381 | +435 | $145,000 | $187,000 | +$42,000 | 2014-07-24 |
|---|
| Q2 2014 | CMI
CUMMINS INC | United States | Common | 282 | 535 | +253 | $42,000 | $84,000 | +$42,000 | 2014-07-24 |
|---|
| Q2 2014 | FFIV
F5 NETWORKS INC | United States | Common | 272 | 641 | +369 | $30,000 | $72,000 | +$42,000 | 2014-07-24 |
|---|
| Q2 2014 | KEY
KEYCORP NEW | United States | Common | 1,278 | 4,125 | +2,847 | $18,000 | $60,000 | +$42,000 | 2014-07-24 |
|---|
| Q2 2014 | APH
AMPHENOL CORP N | United States | Common | 407 | 804 | +397 | $38,000 | $79,000 | +$41,000 | 2014-07-24 |
|---|
| Q2 2014 | AEP
AMERICAN ELECTR | United States | Common | 1,073 | 1,724 | +651 | $54,000 | $93,000 | +$39,000 | 2014-07-24 |
|---|
| Q2 2014 | ADI
ANALOG DEVICES | United States | Common | 765 | 1,455 | +690 | $41,000 | $80,000 | +$39,000 | 2014-07-24 |
|---|
| Q2 2014 | ADSK
AUTODESK INC | United States | Common | 458 | 1,081 | +623 | $23,000 | $61,000 | +$38,000 | 2014-07-24 |
|---|
| Q2 2014 | OKE
ONEOK INC | United States | Common | 604 | 1,097 | +493 | $36,000 | $74,000 | +$38,000 | 2014-07-24 |
|---|
| Q2 2014 | DOV
DOVER CORPORATI | United States | Common | 485 | 860 | +375 | $40,000 | $78,000 | +$38,000 | 2014-07-24 |
|---|
| Q2 2014 | HOG
HARLEY DAVIDSON | United States | Common | 455 | 1,004 | +549 | $31,000 | $69,000 | +$38,000 | 2014-07-24 |
|---|
| Q2 2014 | PCG
PG&E CORP | United States | Common | 907 | 1,637 | +730 | $38,000 | $75,000 | +$37,000 | 2014-07-24 |
|---|
| Q2 2014 | AMP
AMERIPRISE FINL | United States | Common | 509 | 763 | +254 | $57,000 | $93,000 | +$36,000 | 2014-07-24 |
|---|
| Q2 2014 | NI
NISOURCE INC | United States | Common | 930 | 1,817 | +887 | $33,000 | $69,000 | +$36,000 | 2014-07-24 |
|---|
| Q2 2014 | CF
CF INDUSTRIES H | United States | Common | 358 | 535 | +177 | $95,000 | $131,000 | +$36,000 | 2014-07-24 |
|---|
| Q2 2014 | ICE
INTERCONTINENTA | United States | Common | 72 | 261 | +189 | $14,000 | $50,000 | +$36,000 | 2014-07-24 |
|---|
| Q2 2014 | ED
CONSOLIDATED ED | United States | Common | 412 | 1,023 | +611 | $22,000 | $57,000 | +$35,000 | 2014-07-24 |
|---|
| Q2 2014 | STZ
CONSTELLATION B | United States | Common | 393 | 752 | +359 | $34,000 | $69,000 | +$35,000 | 2014-07-24 |
|---|
| Q2 2014 | GT
GOODYEAR TIRE & | United States | Common | 391 | 1,650 | +1,259 | $11,000 | $46,000 | +$35,000 | 2014-07-24 |
|---|
| Q2 2014 | PLD
PROLOGIS INC | United States | Common | 1,344 | 2,201 | +857 | $55,000 | $90,000 | +$35,000 | 2014-07-24 |
|---|
| Q2 2014 | WU
WESTERN UNION C | United States | Common | 2,033 | 3,984 | +1,951 | $34,000 | $69,000 | +$35,000 | 2014-07-24 |
|---|
| Q2 2014 | IP
INTERNATIONAL P | United States | Common | 448 | 1,108 | +660 | $21,000 | $55,000 | +$34,000 | 2014-07-24 |
|---|
| Q2 2014 | PSA
PUBLIC STORAGE | United States | Common | 350 | 547 | +197 | $59,000 | $93,000 | +$34,000 | 2014-07-24 |
|---|
| Q2 2014 | SHW
SHERWIN WILLIAM | United States | Common | 302 | 454 | +152 | $60,000 | $94,000 | +$34,000 | 2014-07-24 |
|---|
| Q2 2014 | SYY
SYSCO CORP | United States | Common | 1,226 | 2,084 | +858 | $44,000 | $78,000 | +$34,000 | 2014-07-24 |
|---|
| Q2 2014 | VRSN
VERISIGN INC | United States | Common | 184 | 868 | +684 | $10,000 | $44,000 | +$34,000 | 2014-07-24 |
|---|
| Q2 2014 | A
AGILENT TECHNOL | United States | Common | 387 | 947 | +560 | $22,000 | $55,000 | +$33,000 | 2014-07-24 |
|---|
| Q2 2014 | CLX
CLOROX CO | United States | Common | 537 | 871 | +334 | $47,000 | $80,000 | +$33,000 | 2014-07-24 |
|---|
| Q2 2014 | RRC
RANGE RESOURCES | United States | Common | 614 | 995 | +381 | $52,000 | $85,000 | +$33,000 | 2014-07-24 |
|---|
| Q2 2014 | HIG
HARTFORD FINANC | United States | Common | 816 | 1,627 | +811 | $29,000 | $60,000 | +$31,000 | 2014-07-24 |
|---|
| Q2 2014 | M
MACYS INC | United States | Common | 1,524 | 2,039 | +515 | $91,000 | $122,000 | +$31,000 | 2014-07-24 |
|---|
| Q2 2014 | STT
STATE STREET CO | United States | Common | 552 | 999 | +447 | $38,000 | $69,000 | +$31,000 | 2014-07-24 |
|---|
| Q2 2014 | ATI
ALLEGHENY TECHN | United States | Common | 632 | 1,178 | +546 | $24,000 | $54,000 | +$30,000 | 2014-07-24 |
|---|
| Q2 2014 | EXC
EXELON CORPORAT | United States | Common | 2,100 | 2,937 | +837 | $70,000 | $100,000 | +$30,000 | 2014-07-24 |
|---|
| Q2 2014 | FIS
FIDELITY NATION | United States | Common | 1,565 | 2,053 | +488 | $84,000 | $114,000 | +$30,000 | 2014-07-24 |
|---|
| Q2 2014 | PPL
PPL CORPORATION | United States | Common | 1,416 | 2,230 | +814 | $46,000 | $76,000 | +$30,000 | 2014-07-24 |
|---|
| Q2 2014 | NDAQ
NASDAQ OMX GROU | United States | Common | 379 | 1,082 | +703 | $14,000 | $43,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | CINF
CINCINNATI FINA | United States | Common | 558 | 1,165 | +607 | $27,000 | $56,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | ETR
ENTERGY CORP NE | United States | Common | 515 | 835 | +320 | $35,000 | $64,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | EXPD
EXPEDITORS INTE | United States | Common | 254 | 872 | +618 | $10,000 | $39,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | INTU
INTUIT INC | United States | Common | 548 | 878 | +330 | $43,000 | $72,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | VTR
VENTAS INC | United States | Common | 607 | 1,038 | +431 | $37,000 | $66,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | BALL
BALL CORP | United States | Common | 672 | 1,024 | +352 | $37,000 | $65,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | NOC
NORTHROP GRUMMA | United States | Common | 584 | 824 | +240 | $72,000 | $100,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | HST
HOST HOTELS & R | United States | Common | 1,360 | 2,515 | +1,155 | $28,000 | $56,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | PPG
PPG INDUSTRIES | United States | Common | 188 | 311 | +123 | $37,000 | $65,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | RSG
REPUBLIC SERVIC | United States | Common | 2,358 | 2,886 | +528 | $81,000 | $109,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | WM
WASTE MANAGEMEN | United States | Common | 629 | 1,210 | +581 | $26,000 | $54,000 | +$28,000 | 2014-07-24 |
|---|
| Q2 2014 | EQT
EQT CORPORATION | United States | Common | 782 | 983 | +201 | $77,000 | $104,000 | +$27,000 | 2014-07-24 |
|---|
| Q2 2014 | LNC
LINCOLN NATIONA | United States | Common | 340 | 834 | +494 | $17,000 | $44,000 | +$27,000 | 2014-07-24 |
|---|
| Q2 2014 | R
RYDER SYSTEM IN | United States | Common | 419 | 678 | +259 | $34,000 | $61,000 | +$27,000 | 2014-07-24 |
|---|
| Q2 2014 | BXP
BOSTON PROPERTI | United States | Common | 407 | 619 | +212 | $47,000 | $73,000 | +$26,000 | 2014-07-24 |
|---|
| Q2 2014 | MCHP
MICROCHIP TECHN | United States | Common | 1,249 | 1,732 | +483 | $60,000 | $86,000 | +$26,000 | 2014-07-24 |
|---|
| Q2 2014 | EW
EDWARDS LIFESCI | United States | Common | 625 | 822 | +197 | $46,000 | $72,000 | +$26,000 | 2014-07-24 |
|---|
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|---|
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