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 NI; Country of operation United States; Class Common; Shares before 1,817.
- Q3 2014: Stock AEP; Country of operation United States; Class Common; Shares before 1,724.
- Q3 2014: Stock TDC; Country of operation United States; Class Common; Shares before 209.
- Q3 2014: Stock PWR; Country of operation United States; Class Common; Shares before 611.
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 | NI
NISOURCE INC | United States | Common | 1,817 | 3,109 | +1,292 | $69,000 | $127,000 | +$58,000 | 2014-11-14 |
|---|
| Q3 2014 | AEP
AMERICAN ELECTR | United States | Common | 1,724 | 2,872 | +1,148 | $93,000 | $150,000 | +$57,000 | 2014-11-14 |
|---|
| Q3 2014 | TDC
TERADATA CORP | United States | Common | 209 | 1,546 | +1,337 | $8,000 | $65,000 | +$57,000 | 2014-11-14 |
|---|
| Q3 2014 | PWR
QUANTA SERVICES | United States | Common | 611 | 2,186 | +1,575 | $22,000 | $79,000 | +$57,000 | 2014-11-14 |
|---|
| Q3 2014 | HP
HELMERICH & PAY | United States | Common | 599 | 1,301 | +702 | $71,000 | $127,000 | +$56,000 | 2014-11-14 |
|---|
| Q3 2014 | KMI
KINDER MORGAN I | United States | Common | 2,306 | 3,610 | +1,304 | $82,000 | $138,000 | +$56,000 | 2014-11-14 |
|---|
| Q3 2014 | SWK
STANLEY BLACK & | United States | Common | 727 | 1,355 | +628 | $64,000 | $120,000 | +$56,000 | 2014-11-14 |
|---|
| Q3 2014 | DHR
DANAHER CORP | United States | Common | 1,854 | 2,659 | +805 | $147,000 | $202,000 | +$55,000 | 2014-11-14 |
|---|
| Q3 2014 | SBUX
STARBUCKS CORP | United States | Common | 1,872 | 2,691 | +819 | $148,000 | $203,000 | +$55,000 | 2014-11-14 |
|---|
| Q3 2014 | PRGO
PERRIGO COMPANY | Ireland | Common | 817 | 1,199 | +382 | $125,000 | $180,000 | +$55,000 | 2014-11-14 |
|---|
| Q3 2014 | RSG
REPUBLIC SERVIC | United States | Common | 2,886 | 4,194 | +1,308 | $109,000 | $164,000 | +$55,000 | 2014-11-14 |
|---|
| Q3 2014 | ECL
ECOLAB INC | United States | Common | 837 | 1,276 | +439 | $93,000 | $147,000 | +$54,000 | 2014-11-14 |
|---|
| Q3 2014 | WMB
WILLIAMS COMPAN | United States | Common | 2,878 | 3,985 | +1,107 | $167,000 | $221,000 | +$54,000 | 2014-11-14 |
|---|
| Q3 2014 | TXN
TEXAS INSTRUMEN | United States | Common | 5,116 | 6,350 | +1,234 | $250,000 | $303,000 | +$53,000 | 2014-11-14 |
|---|
| Q3 2014 | APD
AIR PRODUCTS & | United States | Common | 986 | 1,384 | +398 | $128,000 | $180,000 | +$52,000 | 2014-11-14 |
|---|
| Q3 2014 | KLAC
KLA-TENCOR CORP | United States | Common | 977 | 1,579 | +602 | $73,000 | $124,000 | +$51,000 | 2014-11-14 |
|---|
| Q3 2014 | ADP
AUTOMATIC DATA | United States | Common | 1,300 | 1,864 | +564 | $105,000 | $155,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | CLX
CLOROX CO | United States | Common | 871 | 1,358 | +487 | $80,000 | $130,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | FFIV
F5 NETWORKS INC | United States | Common | 641 | 1,029 | +388 | $72,000 | $122,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | FIS
FIDELITY NATION | United States | Common | 2,053 | 2,909 | +856 | $114,000 | $164,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | FISV
FISERV INC | United States | Common | 600 | 1,344 | +744 | $37,000 | $87,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | SPG
SIMON PROPERTY | United States | Common | 1,213 | 1,531 | +318 | $202,000 | $252,000 | +$50,000 | 2014-11-14 |
|---|
| Q3 2014 | KR
KROGER CO | United States | Common | 3,111 | 3,900 | +789 | $154,000 | $203,000 | +$49,000 | 2014-11-14 |
|---|
| Q3 2014 | OMC
OMNICOM GROUP I | United States | Common | 449 | 1,187 | +738 | $33,000 | $82,000 | +$49,000 | 2014-11-14 |
|---|
| Q3 2014 | DRI
DARDEN RESTAURA | United States | Common | 225 | 1,113 | +888 | $10,000 | $57,000 | +$47,000 | 2014-11-14 |
|---|
| Q3 2014 | SRE
SEMPRA ENERGY | United States | Common | 1,715 | 2,066 | +351 | $173,000 | $218,000 | +$45,000 | 2014-11-14 |
|---|
| Q3 2014 | VFC
VF CORPORATION | United States | Common | 2,157 | 2,761 | +604 | $137,000 | $182,000 | +$45,000 | 2014-11-14 |
|---|
| Q3 2014 | PFG
PRINCIPAL FINAN | United States | Common | 2,712 | 3,519 | +807 | $140,000 | $185,000 | +$45,000 | 2014-11-14 |
|---|
| Q3 2014 | RHI
ROBERT HALF INT | United States | Common | 731 | 1,653 | +922 | $36,000 | $81,000 | +$45,000 | 2014-11-14 |
|---|
| Q3 2014 | ISRG
INTUITIVE SURGI | United States | Common | 100 | 182 | +82 | $40,000 | $84,000 | +$44,000 | 2014-11-14 |
|---|
| Q3 2014 | NAVI
NAVIENT CORPORA | United States | Common | 4,961 | 7,445 | +2,484 | $88,000 | $132,000 | +$44,000 | 2014-11-14 |
|---|
| Q3 2014 | WM
WASTE MANAGEMEN | United States | Common | 1,210 | 2,052 | +842 | $54,000 | $98,000 | +$44,000 | 2014-11-14 |
|---|
| Q3 2014 | ORLY
O REILLY AUTOMO | United States | Common | 713 | 1,017 | +304 | $109,000 | $153,000 | +$44,000 | 2014-11-14 |
|---|
| Q3 2014 | HBAN
HUNTINGTON BANC | United States | Common | 2,121 | 6,492 | +4,371 | $21,000 | $63,000 | +$42,000 | 2014-11-14 |
|---|
| Q3 2014 | TRV
THE TRAVELERS C | United States | Common | 2,054 | 2,509 | +455 | $195,000 | $236,000 | +$41,000 | 2014-11-14 |
|---|
| Q3 2014 | NTRS
NORTHERN TRUST | United States | Common | 1,529 | 2,062 | +533 | $99,000 | $140,000 | +$41,000 | 2014-11-14 |
|---|
| Q3 2014 | SLB
SCHLUMBERGER LT | | Common | 6,404 | 7,002 | +598 | $752,000 | $712,000 | -$40,000 | 2014-11-14 |
|---|
| Q3 2014 | CSX
CSX CORP | United States | Common | 3,942 | 5,068 | +1,126 | $123,000 | $162,000 | +$39,000 | 2014-11-14 |
|---|
| Q3 2014 | IVZ
INVESCO LTD | United States | Common | 3,266 | 4,153 | +887 | $126,000 | $164,000 | +$38,000 | 2014-11-14 |
|---|
| Q3 2014 | SYY
SYSCO CORP | United States | Common | 2,084 | 3,056 | +972 | $78,000 | $116,000 | +$38,000 | 2014-11-14 |
|---|
| Q3 2014 | USB
US BANCORP DEL | United States | Common | 8,993 | 10,290 | +1,297 | $392,000 | $430,000 | +$38,000 | 2014-11-14 |
|---|
| Q3 2014 | PVH
PVH CORP | United States | Common | 96 | 398 | +302 | $11,000 | $48,000 | +$37,000 | 2014-11-14 |
|---|
| Q3 2014 | LNC
LINCOLN NATIONA | United States | Common | 834 | 1,496 | +662 | $44,000 | $80,000 | +$36,000 | 2014-11-14 |
|---|
| Q3 2014 | GME
GAMESTOP CORP | United States | Common | 463 | 1,327 | +864 | $19,000 | $55,000 | +$36,000 | 2014-11-14 |
|---|
| Q3 2014 | AXP
AMERICAN EXPRES | United States | Common | 2,915 | 3,591 | +676 | $279,000 | $314,000 | +$35,000 | 2014-11-14 |
|---|
| Q3 2014 | M
MACYS INC | United States | Common | 2,039 | 2,679 | +640 | $122,000 | $156,000 | +$34,000 | 2014-11-14 |
|---|
| Q3 2014 | PEG
PUBLIC SERVICE | United States | Common | 1,709 | 2,660 | +951 | $65,000 | $99,000 | +$34,000 | 2014-11-14 |
|---|
| Q3 2014 | DGX
QUEST DIAGNOSTI | United States | Common | 584 | 1,145 | +561 | $35,000 | $69,000 | +$34,000 | 2014-11-14 |
|---|
| Q3 2014 | CTAS
CINTAS CORP | United States | Common | 604 | 1,021 | +417 | $39,000 | $72,000 | +$33,000 | 2014-11-14 |
|---|
| Q3 2014 | SHW
SHERWIN WILLIAM | United States | Common | 454 | 578 | +124 | $94,000 | $127,000 | +$33,000 | 2014-11-14 |
|---|
| Q3 2014 | UPS
UNITED PARCEL S | United States | Common | 2,585 | 3,075 | +490 | $269,000 | $302,000 | +$33,000 | 2014-11-14 |
|---|
| Q3 2014 | ITW
ILLINOIS TOOL W | United States | Common | 989 | 1,407 | +418 | $87,000 | $119,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | NEM
NEWMONT MINING | United States | Common | 685 | 2,123 | +1,438 | $17,000 | $49,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | ATI
ALLEGHENY TECHN | United States | Common | 1,178 | 2,310 | +1,132 | $54,000 | $86,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | APH
AMPHENOL CORPOR | United States | Common | 804 | 1,108 | +304 | $79,000 | $111,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | FE
FIRSTENERGY COR | United States | Common | 1,513 | 2,420 | +907 | $49,000 | $81,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | HUM
HUMANA INC | United States | Common | 891 | 1,126 | +235 | $116,000 | $147,000 | +$31,000 | 2014-11-14 |
|---|
| Q3 2014 | CNP
CENTERPOINT ENE | United States | Common | 1,179 | 2,466 | +1,287 | $29,000 | $60,000 | +$31,000 | 2014-11-14 |
|---|
| Q3 2014 | WHR
WHIRLPOOL CORP | United States | Common | 191 | 396 | +205 | $27,000 | $58,000 | +$31,000 | 2014-11-14 |
|---|
| Q3 2014 | DLTR
DOLLAR TREE INC | United States | Common | 730 | 1,245 | +515 | $40,000 | $70,000 | +$30,000 | 2014-11-14 |
|---|
| Q3 2014 | EW
EDWARDS LIFESCI | United States | Common | 822 | 1,003 | +181 | $72,000 | $102,000 | +$30,000 | 2014-11-14 |
|---|
| Q3 2014 | R
RYDER SYSTEM IN | United States | Common | 678 | 1,017 | +339 | $61,000 | $91,000 | +$30,000 | 2014-11-14 |
|---|
| Q3 2014 | WY
WEYERHAEUSER CO | United States | Common | 920 | 1,918 | +998 | $31,000 | $61,000 | +$30,000 | 2014-11-14 |
|---|
| Q3 2014 | EXPE
EXPEDIA INC | United States | Common | 370 | 672 | +302 | $30,000 | $59,000 | +$29,000 | 2014-11-14 |
|---|
| Q3 2014 | SNA
SNAP-ON INC | United States | Common | 535 | 764 | +229 | $64,000 | $93,000 | +$29,000 | 2014-11-14 |
|---|
| Q3 2014 | UAA
UNDER ARMOUR IN | United States | Common | 887 | 1,183 | +296 | $53,000 | $82,000 | +$29,000 | 2014-11-14 |
|---|
| Q3 2014 | RL
RALPH LAUREN CO | United States | Common | 186 | 357 | +171 | $30,000 | $59,000 | +$29,000 | 2014-11-14 |
|---|
| Q3 2014 | HST
HOST HOTELS & R | United States | Common | 2,515 | 3,929 | +1,414 | $56,000 | $84,000 | +$28,000 | 2014-11-14 |
|---|
| Q3 2014 | NDAQ
NASDAQ OMX GROU | United States | Common | 1,082 | 1,671 | +589 | $43,000 | $71,000 | +$28,000 | 2014-11-14 |
|---|
| Q3 2014 | BFB
BROWN-FORMAN CO | | Common | 1,737 | 2,131 | +394 | $164,000 | $192,000 | +$28,000 | 2014-11-14 |
|---|
| Q3 2014 | COF
CAPITAL ONE FIN | United States | Common | 2,894 | 3,358 | +464 | $246,000 | $274,000 | +$28,000 | 2014-11-14 |
|---|
| Q3 2014 | HAS
HASBRO INC | United States | Common | 859 | 1,323 | +464 | $46,000 | $73,000 | +$27,000 | 2014-11-14 |
|---|
| Q3 2014 | KMX
CARMAX INC | United States | Common | 707 | 1,377 | +670 | $37,000 | $64,000 | +$27,000 | 2014-11-14 |
|---|
| Q3 2014 | DVA
DAVITA HEALTHCA | United States | Common | 1,551 | 1,934 | +383 | $114,000 | $141,000 | +$27,000 | 2014-11-14 |
|---|
| Q3 2014 | GWW
W W GRAINGER IN | United States | Common | 269 | 381 | +112 | $69,000 | $96,000 | +$27,000 | 2014-11-14 |
|---|
| Q3 2014 | OKE
ONEOK INC | United States | Common | 1,097 | 1,546 | +449 | $74,000 | $101,000 | +$27,000 | 2014-11-14 |
|---|
| Q3 2014 | MU
MICRON TECHNOLO | United States | Common | 3,012 | 3,740 | +728 | $102,000 | $128,000 | +$26,000 | 2014-11-14 |
|---|
| Q3 2014 | HIG
HARTFORD FINANC | United States | Common | 1,627 | 2,283 | +656 | $60,000 | $85,000 | +$25,000 | 2014-11-14 |
|---|
| Q3 2014 | COP
CONOCOPHILLIPS | United States | Common | 4,854 | 5,805 | +951 | $419,000 | $444,000 | +$25,000 | 2014-11-14 |
|---|
| Q3 2014 | CRM
SALESFORCE.COM | United States | Common | 2,159 | 2,635 | +476 | $127,000 | $152,000 | +$25,000 | 2014-11-14 |
|---|
| Q3 2014 | JBL
JABIL CIRCUIT I | United States | Common | 674 | 1,894 | +1,220 | $14,000 | $38,000 | +$24,000 | 2014-11-14 |
|---|
| Q3 2014 | MAC
MACERICH CO | United States | Common | 565 | 962 | +397 | $37,000 | $61,000 | +$24,000 | 2014-11-14 |
|---|
| Q3 2014 | TAP
MOLSON COORS BR | | Common | 1,335 | 1,658 | +323 | $99,000 | $123,000 | +$24,000 | 2014-11-14 |
|---|
| Q3 2014 | BBY
BEST BUY COMPAN | United States | Common | 1,577 | 2,238 | +661 | $51,000 | $75,000 | +$24,000 | 2014-11-14 |
|---|
| Q3 2014 | MTB
M & T BANK CORP | United States | Common | 845 | 1,048 | +203 | $106,000 | $129,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | MAS
MASCO CORP | United States | Common | 466 | 1,384 | +918 | $10,000 | $33,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | NWL
NEWELL RUBBERMA | United States | Common | 674 | 1,292 | +618 | $21,000 | $44,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | ADSK
AUTODESK INC | United States | Common | 1,081 | 1,518 | +437 | $61,000 | $84,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | CMA
COMERICA INC | United States | Common | 534 | 1,001 | +467 | $27,000 | $50,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | XEL
XCEL ENERGY INC | United States | Common | 1,255 | 2,059 | +804 | $40,000 | $63,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | PAYX
PAYCHEX INC | United States | Common | 1,217 | 1,682 | +465 | $51,000 | $74,000 | +$23,000 | 2014-11-14 |
|---|
| Q3 2014 | WMT
WAL-MART STORES | United States | Common | 6,492 | 6,722 | +230 | $492,000 | $514,000 | +$22,000 | 2014-11-14 |
|---|
| Q3 2014 | NVDA
NVIDIA CORP | United States | Common | 4,489 | 5,798 | +1,309 | $85,000 | $107,000 | +$22,000 | 2014-11-14 |
|---|
| Q3 2014 | NFLX
NETFLIX COM INC | United States | Common | 230 | 289 | +59 | $109,000 | $130,000 | +$21,000 | 2014-11-14 |
|---|
| Q3 2014 | AEE
AMEREN CORP | United States | Common | 481 | 1,052 | +571 | $19,000 | $40,000 | +$21,000 | 2014-11-14 |
|---|
| Q3 2014 | COR
AMERISOURCEBERG | United States | Common | 1,339 | 1,545 | +206 | $98,000 | $119,000 | +$21,000 | 2014-11-14 |
|---|
| Q3 2014 | CAT
CATERPILLAR INC | United States | Common | 2,889 | 3,028 | +139 | $321,000 | $300,000 | -$21,000 | 2014-11-14 |
|---|
| Q3 2014 | A
AGILENT TECHNOL | United States | Common | 947 | 1,317 | +370 | $55,000 | $75,000 | +$20,000 | 2014-11-14 |
|---|
| Q3 2014 | IP
INTERNATIONAL P | United States | Common | 1,108 | 1,553 | +445 | $55,000 | $74,000 | +$19,000 | 2014-11-14 |
|---|
| Q3 2014 | BAX
BAXTER INTERNAT | United States | Common | 2,494 | 2,869 | +375 | $187,000 | $206,000 | +$19,000 | 2014-11-14 |
|---|
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| Firm Name | Country | 13F Value | Holdings |
|---|
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