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 EOG; Country of operation United States; Class Common; Shares before 2,123.
- Q3 2014: Stock SEE; Country of operation —; Class Common; Shares before 722.
- Q3 2014: Stock THC; Country of operation United States; Class Common; Shares before 291.
- Q3 2014: Stock PPG; Country of operation United States; Class Common; Shares before 311.
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 | EOG
EOG RES INC | United States | Common | 2,123 | 2,694 | +571 | $248,000 | $267,000 | +$19,000 | 2014-11-14 |
|---|
| Q3 2014 | SEE
SEALED AIR CORP | | Common | 722 | 1,239 | +517 | $24,000 | $43,000 | +$19,000 | 2014-11-14 |
|---|
| Q3 2014 | THC
TENET HEALTHCAR | United States | Common | 291 | 558 | +267 | $14,000 | $33,000 | +$19,000 | 2014-11-14 |
|---|
| Q3 2014 | PPG
PPG INDUSTRIES | United States | Common | 311 | 428 | +117 | $65,000 | $84,000 | +$19,000 | 2014-11-14 |
|---|
| Q3 2014 | CTRA
CABOT OIL & GAS | United States | Common | 827 | 1,428 | +601 | $29,000 | $47,000 | +$18,000 | 2014-11-14 |
|---|
| Q3 2014 | VRSN
VERISIGN INC | United States | Common | 868 | 1,130 | +262 | $44,000 | $62,000 | +$18,000 | 2014-11-14 |
|---|
| Q3 2014 | FSLR
FIRST SOLAR INC | United States | Common | 714 | 1,018 | +304 | $50,000 | $67,000 | +$17,000 | 2014-11-14 |
|---|
| Q3 2014 | UNM
UNUM GROUP | United States | Common | 874 | 1,409 | +535 | $31,000 | $48,000 | +$17,000 | 2014-11-14 |
|---|
| Q3 2014 | DVN
DEVON ENERGY CO | United States | Common | 2,046 | 2,143 | +97 | $162,000 | $146,000 | -$16,000 | 2014-11-14 |
|---|
| Q3 2014 | AKAM
AKAMAI TECHNOLO | United States | Common | 1,216 | 1,508 | +292 | $75,000 | $90,000 | +$15,000 | 2014-11-14 |
|---|
| Q3 2014 | CMG
CHIPOTLE MEXICA | United States | Common | 131 | 141 | +10 | $79,000 | $94,000 | +$15,000 | 2014-11-14 |
|---|
| Q3 2014 | DHI
D R HORTON INC | United States | Common | 1,219 | 2,206 | +987 | $30,000 | $45,000 | +$15,000 | 2014-11-14 |
|---|
| Q3 2014 | ESS
ESSEX PROPERTY | United States | Common | 169 | 259 | +90 | $31,000 | $46,000 | +$15,000 | 2014-11-14 |
|---|
| Q3 2014 | SYK
STRYKER CORP | United States | Common | 2,156 | 2,480 | +324 | $185,000 | $200,000 | +$15,000 | 2014-11-14 |
|---|
| Q3 2014 | NEE
NEXTERA ENERGY | United States | Common | 1,386 | 1,596 | +210 | $136,000 | $150,000 | +$14,000 | 2014-11-14 |
|---|
| Q3 2014 | DTE
DTE ENERGY CO | United States | Common | 583 | 764 | +181 | $44,000 | $58,000 | +$14,000 | 2014-11-14 |
|---|
| Q3 2014 | PCG
PG&E CORP | United States | Common | 1,637 | 1,981 | +344 | $75,000 | $89,000 | +$14,000 | 2014-11-14 |
|---|
| Q3 2014 | EFX
EQUIFAX INC | United States | Common | 455 | 611 | +156 | $33,000 | $46,000 | +$13,000 | 2014-11-14 |
|---|
| Q3 2014 | WAT
WATERS CORP | United States | Common | 239 | 387 | +148 | $25,000 | $38,000 | +$13,000 | 2014-11-14 |
|---|
| Q3 2014 | AIZ
ASSURANT INC | United States | Common | 733 | 935 | +202 | $48,000 | $60,000 | +$12,000 | 2014-11-14 |
|---|
| Q3 2014 | AVB
AVALONBAY COMMU | United States | Common | 678 | 769 | +91 | $96,000 | $108,000 | +$12,000 | 2014-11-14 |
|---|
| Q3 2014 | BEN
FRANKLIN RESOUR | United States | Common | 1,572 | 1,909 | +337 | $92,000 | $104,000 | +$12,000 | 2014-11-14 |
|---|
| Q3 2014 | PGR
PROGRESSIVE COR | United States | Common | 2,587 | 3,056 | +469 | $65,000 | $77,000 | +$12,000 | 2014-11-14 |
|---|
| Q3 2014 | IFF
INTL FLAVORS & | United States | Common | 1,482 | 1,515 | +33 | $156,000 | $145,000 | -$11,000 | 2014-11-14 |
|---|
| Q3 2014 | LEG
LEGGETT & PLATT | United States | Common | 836 | 1,154 | +318 | $29,000 | $40,000 | +$11,000 | 2014-11-14 |
|---|
| Q3 2014 | EA
ELECTRONIC ARTS | United States | Common | 1,882 | 2,237 | +355 | $69,000 | $80,000 | +$11,000 | 2014-11-14 |
|---|
| Q3 2014 | EXPD
EXPEDITORS INTE | United States | Common | 872 | 1,227 | +355 | $39,000 | $50,000 | +$11,000 | 2014-11-14 |
|---|
| Q3 2014 | NRG
NRG ENERGY INC | United States | Common | 2,824 | 2,921 | +97 | $100,000 | $89,000 | -$11,000 | 2014-11-14 |
|---|
| Q3 2014 | LEN
LENNAR CORP | United States | Common | 773 | 1,093 | +320 | $32,000 | $42,000 | +$10,000 | 2014-11-14 |
|---|
| Q3 2014 | DAL
DELTA AIR LINES | United States | Common | 3,686 | 4,196 | +510 | $142,000 | $152,000 | +$10,000 | 2014-11-14 |
|---|
| Q3 2014 | PNC
PNC FINANCIAL S | United States | Common | 3,101 | 3,376 | +275 | $279,000 | $289,000 | +$10,000 | 2014-11-14 |
|---|
| Q3 2014 | AES
AES CORP | United States | Common | 1,834 | 2,640 | +806 | $28,000 | $37,000 | +$9,000 | 2014-11-14 |
|---|
| Q3 2014 | AME
AMETEK INC NEW | United States | Common | 589 | 793 | +204 | $31,000 | $40,000 | +$9,000 | 2014-11-14 |
|---|
| Q3 2014 | AMAT
APPLIED MATERIA | United States | Common | 7,796 | 8,638 | +842 | $178,000 | $187,000 | +$9,000 | 2014-11-14 |
|---|
| Q3 2014 | FOSL
FOSSIL GROUP IN | United States | Common | 122 | 231 | +109 | $13,000 | $22,000 | +$9,000 | 2014-11-14 |
|---|
| Q3 2014 | PHM
PULTEGROUP INC | United States | Common | 817 | 1,486 | +669 | $17,000 | $26,000 | +$9,000 | 2014-11-14 |
|---|
| Q3 2014 | VMRK
EQUITY RESIDENT | United States | Common | 1,632 | 1,796 | +164 | $103,000 | $111,000 | +$8,000 | 2014-11-14 |
|---|
| Q3 2014 | GPC
GENUINE PARTS C | United States | Common | 408 | 496 | +88 | $36,000 | $44,000 | +$8,000 | 2014-11-14 |
|---|
| Q3 2014 | SJM
SMUCKER J M COM | United States | Common | 448 | 563 | +115 | $48,000 | $56,000 | +$8,000 | 2014-11-14 |
|---|
| Q3 2014 | TSCO
TRACTOR SUPPLY | United States | Common | 42 | 177 | +135 | $3,000 | $11,000 | +$8,000 | 2014-11-14 |
|---|
| Q3 2014 | XYL
XYLEM INC | United States | Common | 3,144 | 3,688 | +544 | $123,000 | $131,000 | +$8,000 | 2014-11-14 |
|---|
| Q3 2014 | GAP
GAP INC | United States | Common | 1,092 | 1,260 | +168 | $46,000 | $53,000 | +$7,000 | 2014-11-14 |
|---|
| Q3 2014 | URBN
URBAN OUTFITTER | United States | Common | 159 | 325 | +166 | $5,000 | $12,000 | +$7,000 | 2014-11-14 |
|---|
| Q3 2014 | ADBE
ADOBE SYSTEMS I | United States | Common | 3,096 | 3,380 | +284 | $228,000 | $234,000 | +$6,000 | 2014-11-14 |
|---|
| Q3 2014 | AZO
AUTOZONE INC | United States | Common | 269 | 275 | +6 | $145,000 | $140,000 | -$5,000 | 2014-11-14 |
|---|
| Q3 2014 | ROST
ROSS STORES INC | United States | Common | 455 | 476 | +21 | $31,000 | $36,000 | +$5,000 | 2014-11-14 |
|---|
| Q3 2014 | TRIP
TRIPADVISOR INC | United States | Common | 758 | 958 | +200 | $83,000 | $88,000 | +$5,000 | 2014-11-14 |
|---|
| Q3 2014 | ZION
ZIONS BANCORPOR | United States | Common | 649 | 828 | +179 | $19,000 | $24,000 | +$5,000 | 2014-11-14 |
|---|
| Q3 2014 | PNW
PINNACLE WEST C | United States | Common | 640 | 752 | +112 | $36,000 | $41,000 | +$5,000 | 2014-11-14 |
|---|
| Q3 2014 | ROK
ROCKWELL AUTOMA | United States | Common | 347 | 352 | +5 | $44,000 | $39,000 | -$5,000 | 2014-11-14 |
|---|
| Q3 2014 | CMS
CMS ENERGY CORP | United States | Common | 996 | 1,155 | +159 | $30,000 | $34,000 | +$4,000 | 2014-11-14 |
|---|
| Q3 2014 | CL
COLGATE PALMOLI | United States | Common | 2,886 | 3,010 | +124 | $199,000 | $196,000 | -$3,000 | 2014-11-14 |
|---|
| Q3 2014 | FITB
FIFTH THIRD BAN | United States | Common | 1,926 | 1,947 | +21 | $42,000 | $39,000 | -$3,000 | 2014-11-14 |
|---|
| Q3 2014 | BDX
BECTON DICKINSO | United States | Common | 1,228 | 1,281 | +53 | $148,000 | $146,000 | -$2,000 | 2014-11-14 |
|---|
| Q3 2014 | FLR
FLUOR CORP NEW | United States | Common | 283 | 356 | +73 | $22,000 | $24,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | VMC
VULCAN MATERIAL | United States | Common | 613 | 678 | +65 | $39,000 | $41,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | PPL
PPL CORPORATION | United States | Common | 2,230 | 2,247 | +17 | $76,000 | $74,000 | -$2,000 | 2014-11-14 |
|---|
| Q3 2014 | KEY
KEYCORP NEW | United States | Common | 4,125 | 4,601 | +476 | $60,000 | $61,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | MCHP
MICROCHIP TECHN | United States | Common | 1,732 | 1,838 | +106 | $86,000 | $87,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | MHK
MOHAWK INDUSTRI | United States | Common | 237 | 254 | +17 | $33,000 | $34,000 | +$1,000 | 2014-11-14 |
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