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.
- Q1 2015: Stock META; Country of operation United States; Class COM; Shares before 244,332.
- Q1 2015: Stock AAPL; Country of operation United States; Class COM; Shares before 34,822.
- Q1 2015: Stock VZ; Country of operation United States; Class COM; Shares before 9,398.
- Q1 2015: Stock PFE; Country of operation United States; Class COM; Shares before 21,132.
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 |
|---|
| Q1 2015 | META
FACEBOOK INC | United States | COM | 244,332 | 252,052 | +7,720 | $19,063,000 | $20,722,000 | +$1,659,000 | 2015-05-14 |
|---|
| Q1 2015 | AAPL
APPLE INC | United States | COM | 34,822 | 39,701 | +4,879 | $3,844,000 | $4,940,000 | +$1,096,000 | 2015-05-14 |
|---|
| Q1 2015 | VZ
VERIZON COMMUNI | United States | COM | 9,398 | 25,627 | +16,229 | $440,000 | $1,246,000 | +$806,000 | 2015-05-14 |
|---|
| Q1 2015 | PFE
PFIZER INC | United States | COM | 21,132 | 38,502 | +17,370 | $658,000 | $1,339,000 | +$681,000 | 2015-05-14 |
|---|
| Q1 2015 | AMZN
AMAZON.COM INC | United States | COM | 1,333 | 2,305 | +972 | $414,000 | $858,000 | +$444,000 | 2015-05-14 |
|---|
| Q1 2015 | SLB
SCHLUMBERGER LT | | COM | 1,648 | 6,994 | +5,346 | $141,000 | $584,000 | +$443,000 | 2015-05-14 |
|---|
| Q1 2015 | UNH
UNITEDHEALTH GR | United States | COM | 7,416 | 9,646 | +2,230 | $750,000 | $1,141,000 | +$391,000 | 2015-05-14 |
|---|
| Q1 2015 | MCD
MCDONALDS CORP | United States | COM | 1,719 | 5,493 | +3,774 | $161,000 | $535,000 | +$374,000 | 2015-05-14 |
|---|
| Q1 2015 | COST
COSTCO WHOLESAL | United States | COM | 3,209 | 5,276 | +2,067 | $455,000 | $799,000 | +$344,000 | 2015-05-14 |
|---|
| Q1 2015 | BIIB
BIOGEN INC | United States | COM | 985 | 1,566 | +581 | $334,000 | $661,000 | +$327,000 | 2015-05-14 |
|---|
| Q1 2015 | F
FORD MOTOR CO | United States | COM | 13,146 | 31,801 | +18,655 | $204,000 | $513,000 | +$309,000 | 2015-05-14 |
|---|
| Q1 2015 | AIG
AMERICAN INTERN | United States | COM | 5,355 | 10,935 | +5,580 | $300,000 | $599,000 | +$299,000 | 2015-05-14 |
|---|
| Q1 2015 | MET
METLIFE INC | United States | COM | 1,731 | 7,664 | +5,933 | $94,000 | $387,000 | +$293,000 | 2015-05-14 |
|---|
| Q1 2015 | HD
HOME DEPOT INC | United States | COM | 9,038 | 10,901 | +1,863 | $949,000 | $1,238,000 | +$289,000 | 2015-05-14 |
|---|
| Q1 2015 | WFC
WELLS FARGO & C | United States | COM | 35,303 | 40,740 | +5,437 | $1,935,000 | $2,216,000 | +$281,000 | 2015-05-14 |
|---|
| Q1 2015 | DIS
WALT DISNEY CO | United States | COM | 10,142 | 11,575 | +1,433 | $955,000 | $1,214,000 | +$259,000 | 2015-05-14 |
|---|
| Q1 2015 | BA
BOEING CO | United States | COM | 1,380 | 2,860 | +1,480 | $179,000 | $429,000 | +$250,000 | 2015-05-14 |
|---|
| Q1 2015 | QCOM
QUALCOMM INC | United States | COM | 4,817 | 8,449 | +3,632 | $358,000 | $586,000 | +$228,000 | 2015-05-14 |
|---|
| Q1 2015 | ACN
ACCENTURE PLC I | | SHS CLASS A | 2,083 | 4,388 | +2,305 | $186,000 | $411,000 | +$225,000 | 2015-05-14 |
|---|
| Q1 2015 | CSCO
CISCO SYSTEMS I | United States | COM | 37,932 | 46,458 | +8,526 | $1,055,000 | $1,279,000 | +$224,000 | 2015-05-14 |
|---|
| Q1 2015 | IBM
INTERNATIONAL B | United States | COM | 3,600 | 4,955 | +1,355 | $578,000 | $795,000 | +$217,000 | 2015-05-14 |
|---|
| Q1 2015 | EBAY
EBAY INC | United States | COM | 5,367 | 8,800 | +3,433 | $301,000 | $508,000 | +$207,000 | 2015-05-14 |
|---|
| Q1 2015 | TXN
TEXAS INSTRUMEN | United States | COM | 3,661 | 7,052 | +3,391 | $196,000 | $403,000 | +$207,000 | 2015-05-14 |
|---|
| Q1 2015 | SPG
SIMON PROPERTY | United States | COM | 1,900 | 2,808 | +908 | $346,000 | $549,000 | +$203,000 | 2015-05-14 |
|---|
| Q1 2015 | SBUX
STARBUCKS CORP | United States | COM | 3,325 | 4,967 | +1,642 | $273,000 | $470,000 | +$197,000 | 2015-05-14 |
|---|
| Q1 2015 | CMCSA
COMCAST CORP | United States | COM | 13,105 | 16,923 | +3,818 | $760,000 | $956,000 | +$196,000 | 2015-05-14 |
|---|
| Q1 2015 | HAL
HALLIBURTON COM | United States | COM | 4,716 | 8,686 | +3,970 | $185,000 | $381,000 | +$196,000 | 2015-05-14 |
|---|
| Q1 2015 | C
CITIGROUP INC | United States | COM | 24,061 | 28,876 | +4,815 | $1,302,000 | $1,488,000 | +$186,000 | 2015-05-14 |
|---|
| Q1 2015 | CVS
CVS HEALTH CORP | United States | COM | 9,107 | 10,265 | +1,158 | $877,000 | $1,059,000 | +$182,000 | 2015-05-14 |
|---|
| Q1 2015 | T
AT&T INC | United States | COM | 9,480 | 15,166 | +5,686 | $318,000 | $495,000 | +$177,000 | 2015-05-14 |
|---|
| Q1 2015 | GM
GENERAL MOTORS | United States | COM | 5,065 | 9,388 | +4,323 | $177,000 | $352,000 | +$175,000 | 2015-05-14 |
|---|
| Q1 2015 | CRM
SALESFORCE.COM | United States | COM | 3,175 | 5,427 | +2,252 | $188,000 | $363,000 | +$175,000 | 2015-05-14 |
|---|
| Q1 2015 | TGT
TARGET CORP | United States | COM | 3,524 | 5,360 | +1,836 | $268,000 | $440,000 | +$172,000 | 2015-05-14 |
|---|
| Q1 2015 | GILD
GILEAD SCIENCES | United States | COM | 7,977 | 9,380 | +1,403 | $752,000 | $920,000 | +$168,000 | 2015-05-14 |
|---|
| Q1 2015 | MMM
3M COMPANY | United States | COM | 3,077 | 4,071 | +994 | $506,000 | $672,000 | +$166,000 | 2015-05-14 |
|---|
| Q1 2015 | WMB
WILLIAMS COMPAN | United States | COM | 3,372 | 5,999 | +2,627 | $152,000 | $303,000 | +$151,000 | 2015-05-14 |
|---|
| Q1 2015 | TRV
THE TRAVELERS C | United States | COM | 3,658 | 4,953 | +1,295 | $387,000 | $536,000 | +$149,000 | 2015-05-14 |
|---|
| Q1 2015 | BMY
BRISTOL MYERS S | United States | COM | 9,935 | 11,386 | +1,451 | $586,000 | $734,000 | +$148,000 | 2015-05-14 |
|---|
| Q1 2015 | CTSH
COGNIZANT TECHN | United States | COM | 5,052 | 6,613 | +1,561 | $266,000 | $413,000 | +$147,000 | 2015-05-14 |
|---|
| Q1 2015 | PSX
PHILLIPS 66 | United States | COM | 2,470 | 4,124 | +1,654 | $177,000 | $324,000 | +$147,000 | 2015-05-14 |
|---|
| Q1 2015 | ABT
ABBOTT LABORATO | United States | COM | 10,218 | 13,083 | +2,865 | $460,000 | $606,000 | +$146,000 | 2015-05-14 |
|---|
| Q1 2015 | PEP
PEPSICO INC | United States | COM | 11,439 | 12,818 | +1,379 | $1,082,000 | $1,226,000 | +$144,000 | 2015-05-14 |
|---|
| Q1 2015 | GIS
GENERAL MILLS I | United States | COM | 2,627 | 4,953 | +2,326 | $140,000 | $280,000 | +$140,000 | 2015-05-14 |
|---|
| Q1 2015 | MO
ALTRIA GROUP IN | United States | COM | 12,371 | 14,957 | +2,586 | $610,000 | $748,000 | +$138,000 | 2015-05-14 |
|---|
| Q1 2015 | LYB
LYONDELLBASELL | | COM | 1,602 | 2,999 | +1,397 | $127,000 | $263,000 | +$136,000 | 2015-05-14 |
|---|
| Q1 2015 | LMT
LOCKHEED MARTIN | United States | COM | 3,145 | 3,639 | +494 | $606,000 | $739,000 | +$133,000 | 2015-05-14 |
|---|
| Q1 2015 | VLO
VALERO ENERGY C | United States | COM | 2,826 | 4,249 | +1,423 | $140,000 | $270,000 | +$130,000 | 2015-05-14 |
|---|
| Q1 2015 | YUM
YUM BRANDS INC | United States | COM | 3,740 | 5,027 | +1,287 | $272,000 | $396,000 | +$124,000 | 2015-05-14 |
|---|
| Q1 2015 | LOW
LOWES COMPANIES | United States | COM | 4,573 | 5,874 | +1,301 | $315,000 | $437,000 | +$122,000 | 2015-05-14 |
|---|
| Q1 2015 | MCK
MCKESSON CORP | United States | COM | 1,647 | 2,039 | +392 | $342,000 | $461,000 | +$119,000 | 2015-05-14 |
|---|
| Q1 2015 | ELV
ANTHEM INC | United States | COM | 1,922 | 2,330 | +408 | $242,000 | $360,000 | +$118,000 | 2015-05-14 |
|---|
| Q1 2015 | HONZZZZ
HONEYWELL INTL | | COM | 1,752 | 2,808 | +1,056 | $175,000 | $293,000 | +$118,000 | 2015-05-14 |
|---|
| Q1 2015 | LLY
ELI LILLY & CO | United States | COM | 9,316 | 10,401 | +1,085 | $643,000 | $756,000 | +$113,000 | 2015-05-14 |
|---|
| Q1 2015 | CMA
COMERICA INC | United States | COM | 1,007 | 3,530 | +2,523 | $47,000 | $159,000 | +$112,000 | 2015-05-14 |
|---|
| Q1 2015 | KR
KROGER CO | United States | COM | 4,674 | 5,314 | +640 | $300,000 | $407,000 | +$107,000 | 2015-05-14 |
|---|
| Q1 2015 | NFLX
NETFLIX COM INC | United States | COM | 228 | 442 | +214 | $78,000 | $184,000 | +$106,000 | 2015-05-14 |
|---|
| Q1 2015 | AVB
AVALONBAY COMMU | United States | COM | 895 | 1,431 | +536 | $146,000 | $249,000 | +$103,000 | 2015-05-14 |
|---|
| Q1 2015 | CVX
CHEVRON CORPORA | United States | COM | 2,352 | 3,498 | +1,146 | $264,000 | $367,000 | +$103,000 | 2015-05-14 |
|---|
| Q1 2015 | NKE
NIKE INC-CL B | United States | COM | 5,088 | 5,839 | +751 | $489,000 | $586,000 | +$97,000 | 2015-05-14 |
|---|
| Q1 2015 | PSA
PUBLIC STORAGE | United States | COM | 611 | 1,063 | +452 | $113,000 | $210,000 | +$97,000 | 2015-05-14 |
|---|
| Q1 2015 | REGN
REGENERON PHARM | United States | COM | 500 | 668 | +168 | $205,000 | $302,000 | +$97,000 | 2015-05-14 |
|---|
| Q1 2015 | BNY
BANK NEW YORK M | United States | COM | 6,572 | 9,022 | +2,450 | $267,000 | $363,000 | +$96,000 | 2015-05-14 |
|---|
| Q1 2015 | CL
COLGATE PALMOLI | United States | COM | 5,763 | 7,125 | +1,362 | $399,000 | $494,000 | +$95,000 | 2015-05-14 |
|---|
| Q1 2015 | EA
ELECTRONIC ARTS | United States | COM | 2,576 | 3,670 | +1,094 | $121,000 | $216,000 | +$95,000 | 2015-05-14 |
|---|
| Q1 2015 | HBAN
HUNTINGTON BANC | United States | COM | 3,755 | 12,135 | +8,380 | $40,000 | $134,000 | +$94,000 | 2015-05-14 |
|---|
| Q1 2015 | INTU
INTUIT INC | United States | COM | 1,960 | 2,819 | +859 | $181,000 | $273,000 | +$92,000 | 2015-05-14 |
|---|
| Q1 2015 | MA
MASTERCARD INCO | United States | COM | 4,644 | 5,700 | +1,056 | $400,000 | $492,000 | +$92,000 | 2015-05-14 |
|---|
| Q1 2015 | AKAM
AKAMAI TECHNOLO | United States | COM | 2,002 | 3,056 | +1,054 | $126,000 | $217,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | WM
WASTE MANAGEMEN | United States | COM | 2,909 | 4,421 | +1,512 | $149,000 | $240,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | ADI
ANALOG DEVICES | United States | COM | 3,067 | 4,147 | +1,080 | $170,000 | $261,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | BDX
BECTON DICKINSO | United States | COM | 2,162 | 2,733 | +571 | $301,000 | $392,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | TMO
THERMO FISHER S | United States | COM | 819 | 1,445 | +626 | $103,000 | $194,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | AMG
AFFILIATED MANA | United States | COM | 486 | 886 | +400 | $103,000 | $190,000 | +$87,000 | 2015-05-14 |
|---|
| Q1 2015 | ZBH
ZIMMER HOLDINGS | United States | COM | 1,517 | 2,192 | +675 | $172,000 | $258,000 | +$86,000 | 2015-05-14 |
|---|
| Q1 2015 | LNC
LINCOLN NATIONA | United States | COM | 1,638 | 3,098 | +1,460 | $94,000 | $178,000 | +$84,000 | 2015-05-14 |
|---|
| Q1 2015 | V
VISA INC | United States | COM | 2,004 | 9,274 | +7,270 | $525,000 | $607,000 | +$82,000 | 2015-05-14 |
|---|
| Q1 2015 | DHR
DANAHER CORP | United States | COM | 3,234 | 4,227 | +993 | $277,000 | $359,000 | +$82,000 | 2015-05-14 |
|---|
| Q1 2015 | DGX
QUEST DIAGNOSTI | United States | COM | 1,088 | 2,022 | +934 | $73,000 | $155,000 | +$82,000 | 2015-05-14 |
|---|
| Q1 2015 | CAH
CARDINAL HEALTH | United States | COM | 3,000 | 3,578 | +578 | $242,000 | $323,000 | +$81,000 | 2015-05-14 |
|---|
| Q1 2015 | KMB
KIMBERLY CLARK | United States | COM | 2,056 | 2,970 | +914 | $238,000 | $318,000 | +$80,000 | 2015-05-14 |
|---|
| Q1 2015 | BXP
BOSTON PROPERTI | United States | COM | 800 | 1,303 | +503 | $103,000 | $183,000 | +$80,000 | 2015-05-14 |
|---|
| Q1 2015 | CLX
CLOROX CO | United States | COM | 1,491 | 2,133 | +642 | $155,000 | $235,000 | +$80,000 | 2015-05-14 |
|---|
| Q1 2015 | MS
MORGAN STANLEY | United States | COM | 16,428 | 20,077 | +3,649 | $637,000 | $717,000 | +$80,000 | 2015-05-14 |
|---|
| Q1 2015 | DE
DEERE & CO | United States | COM | 2,468 | 3,388 | +920 | $218,000 | $297,000 | +$79,000 | 2015-05-14 |
|---|
| Q1 2015 | APD
AIR PRODUCTS & | United States | COM | 1,842 | 2,266 | +424 | $266,000 | $343,000 | +$77,000 | 2015-05-14 |
|---|
| Q1 2015 | COR
AMERISOURCEBERG | United States | COM | 2,197 | 2,416 | +219 | $198,000 | $275,000 | +$77,000 | 2015-05-14 |
|---|
| Q1 2015 | UHS
UNIVERSAL HEALT | United States | COM | 142 | 792 | +650 | $16,000 | $93,000 | +$77,000 | 2015-05-14 |
|---|
| Q1 2015 | HUM
HUMANA INC | United States | COM | 1,790 | 1,864 | +74 | $257,000 | $332,000 | +$75,000 | 2015-05-14 |
|---|
| Q1 2015 | KMI
KINDER MORGAN I | United States | COM | 10,557 | 12,403 | +1,846 | $447,000 | $522,000 | +$75,000 | 2015-05-14 |
|---|
| Q1 2015 | VRTX
VERTEX PHARMACE | United States | COM | 2,745 | 3,386 | +641 | $326,000 | $399,000 | +$73,000 | 2015-05-14 |
|---|
| Q1 2015 | PNC
PNC FINANCIAL S | United States | COM | 2,973 | 3,687 | +714 | $271,000 | $344,000 | +$73,000 | 2015-05-14 |
|---|
| Q1 2015 | AMGN
AMGEN INC | United States | COM | 4,098 | 4,530 | +432 | $653,000 | $724,000 | +$71,000 | 2015-05-14 |
|---|
| Q1 2015 | LUV
SOUTHWEST AIRLI | United States | COM | 8,194 | 9,429 | +1,235 | $347,000 | $418,000 | +$71,000 | 2015-05-14 |
|---|
| Q1 2015 | BSX
BOSTON SCIENTIF | United States | COM | 6,327 | 8,616 | +2,289 | $84,000 | $153,000 | +$69,000 | 2015-05-14 |
|---|
| Q1 2015 | CME
CME GROUP INC | United States | COM | 3,635 | 4,126 | +491 | $322,000 | $391,000 | +$69,000 | 2015-05-14 |
|---|
| Q1 2015 | NTRS
NORTHERN TRUST | United States | COM | 1,901 | 2,834 | +933 | $128,000 | $197,000 | +$69,000 | 2015-05-14 |
|---|
| Q1 2015 | IVZ
INVESCO LTD | United States | COM | 5,376 | 7,054 | +1,678 | $212,000 | $280,000 | +$68,000 | 2015-05-14 |
|---|
| Q1 2015 | WU
WESTERN UNION C | United States | COM | 3,553 | 6,304 | +2,751 | $64,000 | $131,000 | +$67,000 | 2015-05-14 |
|---|
| Q1 2015 | ADP
AUTOMATIC DATA | United States | COM | 1,600 | 2,335 | +735 | $133,000 | $200,000 | +$67,000 | 2015-05-14 |
|---|
| Q1 2015 | ESS
ESSEX PROPERTY | United States | COM | 444 | 693 | +249 | $92,000 | $159,000 | +$67,000 | 2015-05-14 |
|---|
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