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.
- Q3 2014: Stock META; Country of operation United States; Class Common; Shares before 4,468.
- Q3 2014: Stock AAPL; Country of operation United States; Class Common; Shares before 20,797.
- Q3 2014: Stock MSFT; Country of operation United States; Class Common; Shares before 30,357.
- Q3 2014: Stock JPM; Country of operation United States; Class Common; Shares before 8,117.
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 |
|---|
| Q3 2014 | META
FACEBOOK INC | United States | Common | 4,468 | 193,743 | +189,275 | $296,000 | $15,313,000 | +$15,017,000 | 2014-11-14 |
|---|
| Q3 2014 | AAPL
APPLE INC | United States | Common | 20,797 | 28,056 | +7,259 | $1,957,000 | $2,827,000 | +$870,000 | 2014-11-14 |
|---|
| Q3 2014 | MSFT
MICROSOFT CORP | United States | Common | 30,357 | 42,146 | +11,789 | $1,269,000 | $1,954,000 | +$685,000 | 2014-11-14 |
|---|
| Q3 2014 | JPM
JPMORGAN CHASE | United States | Common | 8,117 | 16,137 | +8,020 | $464,000 | $972,000 | +$508,000 | 2014-11-14 |
|---|
| Q3 2014 | PG
PROCTER & GAMBL | United States | Common | 8,598 | 14,002 | +5,404 | $688,000 | $1,173,000 | +$485,000 | 2014-11-14 |
|---|
| Q3 2014 | BRKB
BERKSHIRE HATHA | | Common | 7,916 | 10,830 | +2,914 | $1,024,000 | $1,496,000 | +$472,000 | 2014-11-14 |
|---|
| Q3 2014 | INTC
INTEL CORP | United States | Common | 18,069 | 28,272 | +10,203 | $563,000 | $984,000 | +$421,000 | 2014-11-14 |
|---|
| Q3 2014 | C
CITIGROUP INC | United States | Common | 10,306 | 17,206 | +6,900 | $497,000 | $892,000 | +$395,000 | 2014-11-14 |
|---|
| Q3 2014 | IBM
INTERNATIONAL B | United States | Common | 3,055 | 5,032 | +1,977 | $576,000 | $955,000 | +$379,000 | 2014-11-14 |
|---|
| Q3 2014 | GILD
GILEAD SCIENCES | United States | Common | 6,046 | 8,458 | +2,412 | $531,000 | $900,000 | +$369,000 | 2014-11-14 |
|---|
| Q3 2014 | BAC
BANK OF AMERICA | United States | Common | 18,830 | 39,312 | +20,482 | $302,000 | $670,000 | +$368,000 | 2014-11-14 |
|---|
| Q3 2014 | JNJ
JOHNSON & JOHNS | United States | Common | 12,565 | 15,922 | +3,357 | $1,330,000 | $1,697,000 | +$367,000 | 2014-11-14 |
|---|
| Q3 2014 | MMM
3M COMPANY | United States | Common | 2,278 | 3,267 | +989 | $331,000 | $0 | -$331,000 | 2014-11-14 |
|---|
| Q3 2014 | VZ
VERIZON COMMUNI | United States | Common | 14,286 | 19,947 | +5,661 | $710,000 | $997,000 | +$287,000 | 2014-11-14 |
|---|
| Q3 2014 | MRK
MERCK & CO INC | United States | Common | 11,893 | 16,654 | +4,761 | $704,000 | $987,000 | +$283,000 | 2014-11-14 |
|---|
| Q3 2014 | PEP
PEPSICO INC | United States | Common | 5,822 | 8,653 | +2,831 | $524,000 | $806,000 | +$282,000 | 2014-11-14 |
|---|
| Q3 2014 | BMY
BRISTOL MYERS S | United States | Common | 2,338 | 7,582 | +5,244 | $113,000 | $388,000 | +$275,000 | 2014-11-14 |
|---|
| Q3 2014 | UNP
UNION PACIFIC C | United States | Common | 4,974 | 6,922 | +1,948 | $502,000 | $750,000 | +$248,000 | 2014-11-14 |
|---|
| Q3 2014 | HD
HOME DEPOT INC | United States | Common | 4,779 | 6,950 | +2,171 | $392,000 | $638,000 | +$246,000 | 2014-11-14 |
|---|
| Q3 2014 | AMGN
AMGEN INC | United States | Common | 1,478 | 2,765 | +1,287 | $181,000 | $388,000 | +$207,000 | 2014-11-14 |
|---|
| Q3 2014 | WFC
WELLS FARGO & C | United States | Common | 24,245 | 28,758 | +4,513 | $1,285,000 | $1,492,000 | +$207,000 | 2014-11-14 |
|---|
| Q3 2014 | CSCO
CISCO SYSTEMS I | United States | Common | 21,258 | 29,445 | +8,187 | $535,000 | $741,000 | +$206,000 | 2014-11-14 |
|---|
| Q3 2014 | DIS
WALT DISNEY CO | United States | Common | 7,197 | 9,252 | +2,055 | $625,000 | $824,000 | +$199,000 | 2014-11-14 |
|---|
| Q3 2014 | T
AT&T INC | United States | Common | 16,274 | 22,136 | +5,862 | $583,000 | $780,000 | +$197,000 | 2014-11-14 |
|---|
| Q3 2014 | PFE
PFIZER INC | United States | Common | 8,035 | 14,879 | +6,844 | $245,000 | $440,000 | +$195,000 | 2014-11-14 |
|---|
| Q3 2014 | V
VISA INC | United States | Common | 1,854 | 2,781 | +927 | $401,000 | $593,000 | +$192,000 | 2014-11-14 |
|---|
| Q3 2014 | GS
GOLDMAN SACHS G | United States | Common | 1,301 | 2,195 | +894 | $220,000 | $403,000 | +$183,000 | 2014-11-14 |
|---|
| Q3 2014 | KO
COCA COLA COMPA | United States | Common | 15,524 | 19,595 | +4,071 | $656,000 | $836,000 | +$180,000 | 2014-11-14 |
|---|
| Q3 2014 | MO
ALTRIA GROUP IN | United States | Common | 5,679 | 9,035 | +3,356 | $241,000 | $415,000 | +$174,000 | 2014-11-14 |
|---|
| Q3 2014 | CVS
CVS HEALTH CORP | United States | Common | 5,021 | 7,020 | +1,999 | $386,000 | $559,000 | +$173,000 | 2014-11-14 |
|---|
| Q3 2014 | LMT
LOCKHEED MARTIN | United States | Common | 1,360 | 2,117 | +757 | $217,000 | $387,000 | +$170,000 | 2014-11-14 |
|---|
| Q3 2014 | CMCSA
COMCAST CORP | United States | Common | 10,021 | 13,391 | +3,370 | $550,000 | $720,000 | +$170,000 | 2014-11-14 |
|---|
| Q3 2014 | EBAY
EBAY INC | United States | Common | 1,201 | 4,034 | +2,833 | $61,000 | $228,000 | +$167,000 | 2014-11-14 |
|---|
| Q3 2014 | MA
MASTERCARD INCO | United States | Common | 3,796 | 5,843 | +2,047 | $291,000 | $432,000 | +$141,000 | 2014-11-14 |
|---|
| Q3 2014 | NOC
NORTHROP GRUMMA | United States | Common | 824 | 1,771 | +947 | $100,000 | $233,000 | +$133,000 | 2014-11-14 |
|---|
| Q3 2014 | NKE
NIKE INC-CL B | United States | Common | 2,381 | 3,561 | +1,180 | $187,000 | $318,000 | +$131,000 | 2014-11-14 |
|---|
| Q3 2014 | ABBV
ABBVIE INC | United States | Common | 4,831 | 7,115 | +2,284 | $281,000 | $411,000 | +$130,000 | 2014-11-14 |
|---|
| Q3 2014 | TSN
TYSON FOODS INC | United States | Common | 972 | 4,173 | +3,201 | $37,000 | $164,000 | +$127,000 | 2014-11-14 |
|---|
| Q3 2014 | DUK
DUKE ENERGY COR | United States | Common | 2,506 | 4,064 | +1,558 | $179,000 | $304,000 | +$125,000 | 2014-11-14 |
|---|
| Q3 2014 | ABT
ABBOTT LABORATO | United States | Common | 6,472 | 9,467 | +2,995 | $271,000 | $394,000 | +$123,000 | 2014-11-14 |
|---|
| Q3 2014 | HONZZZZ
HONEYWELL INTL | | Common | 3,761 | 5,129 | +1,368 | $357,000 | $478,000 | +$121,000 | 2014-11-14 |
|---|
| Q3 2014 | MCK
MCKESSON CORP | United States | Common | 1,060 | 1,650 | +590 | $201,000 | $321,000 | +$120,000 | 2014-11-14 |
|---|
| Q3 2014 | GD
GENERAL DYNAMIC | United States | Common | 1,164 | 2,005 | +841 | $135,000 | $255,000 | +$120,000 | 2014-11-14 |
|---|
| Q3 2014 | ADM
ARCHER-DANIELS- | United States | Common | 4,076 | 5,963 | +1,887 | $187,000 | $305,000 | +$118,000 | 2014-11-14 |
|---|
| Q3 2014 | TMO
THERMO FISHER S | United States | Common | 1,559 | 2,503 | +944 | $187,000 | $305,000 | +$118,000 | 2014-11-14 |
|---|
| Q3 2014 | NTAP
NETAPP INC | United States | Common | 1,475 | 3,935 | +2,460 | $56,000 | $169,000 | +$113,000 | 2014-11-14 |
|---|
| Q3 2014 | LOW
LOWES COMPANIES | United States | Common | 1,872 | 3,689 | +1,817 | $90,000 | $195,000 | +$105,000 | 2014-11-14 |
|---|
| Q3 2014 | LLY
ELI LILLY & CO | United States | Common | 5,652 | 7,087 | +1,435 | $356,000 | $460,000 | +$104,000 | 2014-11-14 |
|---|
| Q3 2014 | EL
ESTEE LAUDER CO | United States | Common | 1,300 | 2,672 | +1,372 | $97,000 | $200,000 | +$103,000 | 2014-11-14 |
|---|
| Q3 2014 | UNH
UNITEDHEALTH GR | United States | Common | 3,581 | 4,624 | +1,043 | $298,000 | $399,000 | +$101,000 | 2014-11-14 |
|---|
| Q3 2014 | PM
PHILIP MORRIS I | United States | Common | 4,986 | 6,327 | +1,341 | $427,000 | $528,000 | +$101,000 | 2014-11-14 |
|---|
| Q3 2014 | TJX
TJX COMPANIES I | United States | Common | 750 | 2,367 | +1,617 | $40,000 | $140,000 | +$100,000 | 2014-11-14 |
|---|
| Q3 2014 | FDX
FEDEX CORP | United States | Common | 734 | 1,301 | +567 | $113,000 | $210,000 | +$97,000 | 2014-11-14 |
|---|
| Q3 2014 | REGN
REGENERON PHARM | United States | Common | 145 | 395 | +250 | $45,000 | $142,000 | +$97,000 | 2014-11-14 |
|---|
| Q3 2014 | ALL
ALLSTATE CORP | United States | Common | 2,577 | 4,038 | +1,461 | $152,000 | $248,000 | +$96,000 | 2014-11-14 |
|---|
| Q3 2014 | BALL
BALL CORP | United States | Common | 1,024 | 2,552 | +1,528 | $65,000 | $161,000 | +$96,000 | 2014-11-14 |
|---|
| Q3 2014 | EXC
EXELON CORPORAT | United States | Common | 2,937 | 5,764 | +2,827 | $100,000 | $196,000 | +$96,000 | 2014-11-14 |
|---|
| Q3 2014 | MPC
MARATHON PETE C | United States | Common | 195 | 1,303 | +1,108 | $16,000 | $110,000 | +$94,000 | 2014-11-14 |
|---|
| Q3 2014 | CME
CME GROUP INC | United States | Common | 1,393 | 2,435 | +1,042 | $101,000 | $195,000 | +$94,000 | 2014-11-14 |
|---|
| Q3 2014 | PSX
PHILLIPS 66 | United States | Common | 2,834 | 3,999 | +1,165 | $231,000 | $325,000 | +$94,000 | 2014-11-14 |
|---|
| Q3 2014 | NSC
NORFOLK SOUTHER | United States | Common | 1,696 | 2,405 | +709 | $176,000 | $268,000 | +$92,000 | 2014-11-14 |
|---|
| Q3 2014 | CF
CF INDUSTRIES H | United States | Common | 535 | 793 | +258 | $131,000 | $221,000 | +$90,000 | 2014-11-14 |
|---|
| Q3 2014 | LUV
SOUTHWEST AIRLI | United States | Common | 5,202 | 6,910 | +1,708 | $144,000 | $233,000 | +$89,000 | 2014-11-14 |
|---|
| Q3 2014 | MS
MORGAN STANLEY | United States | Common | 8,667 | 10,746 | +2,079 | $283,000 | $371,000 | +$88,000 | 2014-11-14 |
|---|
| Q3 2014 | SCHW
CHARLES SCHWAB | United States | Common | 5,046 | 7,833 | +2,787 | $142,000 | $230,000 | +$88,000 | 2014-11-14 |
|---|
| Q3 2014 | XOMXXXX
EXXON MOBIL COR | | Common | 16,092 | 16,564 | +472 | $1,646,000 | $1,558,000 | -$88,000 | 2014-11-14 |
|---|
| Q3 2014 | STT
STATE STREET CO | United States | Common | 999 | 2,109 | +1,110 | $69,000 | $155,000 | +$86,000 | 2014-11-14 |
|---|
| Q3 2014 | LYB
LYONDELLBASELL | | Common | 1,451 | 2,114 | +663 | $145,000 | $230,000 | +$85,000 | 2014-11-14 |
|---|
| Q3 2014 | CAG
CONAGRA FOODS I | United States | Common | 575 | 3,123 | +2,548 | $18,000 | $103,000 | +$85,000 | 2014-11-14 |
|---|
| Q3 2014 | COST
COSTCO WHOLESAL | United States | Common | 1,885 | 2,426 | +541 | $219,000 | $304,000 | +$85,000 | 2014-11-14 |
|---|
| Q3 2014 | TGT
TARGET CORP | United States | Common | 1,338 | 2,593 | +1,255 | $80,000 | $163,000 | +$83,000 | 2014-11-14 |
|---|
| Q3 2014 | CAH
CARDINAL HEALTH | United States | Common | 943 | 1,972 | +1,029 | $66,000 | $148,000 | +$82,000 | 2014-11-14 |
|---|
| Q3 2014 | YUM
YUM BRANDS INC | United States | Common | 2,010 | 3,433 | +1,423 | $166,000 | $247,000 | +$81,000 | 2014-11-14 |
|---|
| Q3 2014 | KSS
KOHLS CORP | United States | Common | 517 | 1,753 | +1,236 | $27,000 | $107,000 | +$80,000 | 2014-11-14 |
|---|
| Q3 2014 | VRTX
VERTEX PHARMACE | United States | Common | 1,640 | 2,135 | +495 | $162,000 | $240,000 | +$78,000 | 2014-11-14 |
|---|
| Q3 2014 | STZ
CONSTELLATION B | United States | Common | 752 | 1,672 | +920 | $69,000 | $146,000 | +$77,000 | 2014-11-14 |
|---|
| Q3 2014 | AMZN
AMAZON.COM INC | United States | Common | 1,133 | 1,420 | +287 | $382,000 | $458,000 | +$76,000 | 2014-11-14 |
|---|
| Q3 2014 | ROP
ROPER INDUSTRIE | United States | Common | 246 | 759 | +513 | $36,000 | $111,000 | +$75,000 | 2014-11-14 |
|---|
| Q3 2014 | MET
METLIFE INC | United States | Common | 3,866 | 5,496 | +1,630 | $221,000 | $295,000 | +$74,000 | 2014-11-14 |
|---|
| Q3 2014 | DG
DOLLAR GENERAL | United States | Common | 466 | 1,635 | +1,169 | $27,000 | $100,000 | +$73,000 | 2014-11-14 |
|---|
| Q3 2014 | ED
CONSOLIDATED ED | United States | Common | 1,023 | 2,260 | +1,237 | $57,000 | $128,000 | +$71,000 | 2014-11-14 |
|---|
| Q3 2014 | INTU
INTUIT INC | United States | Common | 878 | 1,621 | +743 | $72,000 | $142,000 | +$70,000 | 2014-11-14 |
|---|
| Q3 2014 | BNY
BANK NEW YORK M | United States | Common | 5,181 | 6,889 | +1,708 | $197,000 | $267,000 | +$70,000 | 2014-11-14 |
|---|
| Q3 2014 | PNR
PENTAIR PLC | | Common | 384 | 1,496 | +1,112 | $28,000 | $98,000 | +$70,000 | 2014-11-14 |
|---|
| Q3 2014 | EIX
EDISON INTERNAT | United States | Common | 1,289 | 2,508 | +1,219 | $72,000 | $140,000 | +$68,000 | 2014-11-14 |
|---|
| Q3 2014 | WDC
WESTERN DIGITAL | United States | Common | 985 | 1,674 | +689 | $95,000 | $163,000 | +$68,000 | 2014-11-14 |
|---|
| Q3 2014 | BIIB
BIOGEN IDEC INC | United States | Common | 719 | 920 | +201 | $238,000 | $304,000 | +$66,000 | 2014-11-14 |
|---|
| Q3 2014 | ICE
INTERCONTINENTA | United States | Common | 261 | 588 | +327 | $50,000 | $115,000 | +$65,000 | 2014-11-14 |
|---|
| Q3 2014 | MAR
MARRIOT INTERNA | United States | Common | 1,415 | 2,257 | +842 | $93,000 | $158,000 | +$65,000 | 2014-11-14 |
|---|
| Q3 2014 | AMT
AMERICAN TOWER | United States | Common | 2,183 | 2,784 | +601 | $196,000 | $261,000 | +$65,000 | 2014-11-14 |
|---|
| Q3 2014 | AMP
AMERIPRISE FINL | United States | Common | 763 | 1,273 | +510 | $93,000 | $157,000 | +$64,000 | 2014-11-14 |
|---|
| Q3 2014 | SO
SOUTHERN CO | United States | Common | 5,230 | 6,734 | +1,504 | $230,000 | $294,000 | +$64,000 | 2014-11-14 |
|---|
| Q3 2014 | NUE
NUCOR CORP | United States | Common | 660 | 1,790 | +1,130 | $33,000 | $97,000 | +$64,000 | 2014-11-14 |
|---|
| Q3 2014 | HAL
HALLIBURTON COM | United States | Common | 3,158 | 4,445 | +1,287 | $224,000 | $287,000 | +$63,000 | 2014-11-14 |
|---|
| Q3 2014 | AIG
AMERICAN INTERN | United States | Common | 5,259 | 6,596 | +1,337 | $293,000 | $356,000 | +$63,000 | 2014-11-14 |
|---|
| Q3 2014 | MRSH
MARSH & MCLENNA | United States | Common | 2,919 | 4,071 | +1,152 | $152,000 | $213,000 | +$61,000 | 2014-11-14 |
|---|
| Q3 2014 | PRU
PRUDENTIAL FINA | United States | Common | 1,649 | 2,412 | +763 | $151,000 | $212,000 | +$61,000 | 2014-11-14 |
|---|
| Q3 2014 | OXY
OCCIDENTAL PETE | United States | Common | 2,748 | 3,543 | +795 | $281,000 | $341,000 | +$60,000 | 2014-11-14 |
|---|
| Q3 2014 | ETR
ENTERGY CORP NE | United States | Common | 835 | 1,594 | +759 | $64,000 | $123,000 | +$59,000 | 2014-11-14 |
|---|
| Q3 2014 | MCO
MOODYS CORP | United States | Common | 771 | 1,347 | +576 | $69,000 | $127,000 | +$58,000 | 2014-11-14 |
|---|
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