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 STZ; Country of operation United States; Class COM; Shares before 1,661.
- Q1 2015: Stock ROP; Country of operation United States; Class COM; Shares before 1,406.
- Q1 2015: Stock DOV; Country of operation United States; Class COM; Shares before 221.
- Q1 2015: Stock PAYX; Country of operation United States; Class COM; Shares before 3,237.
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 | STZ
CONSTELLATION B | United States | COM | 1,661 | 1,973 | +312 | $163,000 | $229,000 | +$66,000 | 2015-05-14 |
|---|
| Q1 2015 | ROP
ROPER INDUSTRIE | United States | COM | 1,406 | 1,662 | +256 | $220,000 | $286,000 | +$66,000 | 2015-05-14 |
|---|
| Q1 2015 | DOV
DOVER CORPORATI | United States | COM | 221 | 1,169 | +948 | $16,000 | $81,000 | +$65,000 | 2015-05-14 |
|---|
| Q1 2015 | PAYX
PAYCHEX INC | United States | COM | 3,237 | 4,306 | +1,069 | $149,000 | $214,000 | +$65,000 | 2015-05-14 |
|---|
| Q1 2015 | SJM
SMUCKER J M COM | United States | COM | 781 | 1,247 | +466 | $79,000 | $144,000 | +$65,000 | 2015-05-14 |
|---|
| Q1 2015 | CAT
CATERPILLAR INC | United States | COM | 2,082 | 3,179 | +1,097 | $191,000 | $254,000 | +$63,000 | 2015-05-14 |
|---|
| Q1 2015 | DG
DOLLAR GENERAL | United States | COM | 1,717 | 2,437 | +720 | $121,000 | $184,000 | +$63,000 | 2015-05-14 |
|---|
| Q1 2015 | ECL
ECOLAB INC | United States | COM | 711 | 1,195 | +484 | $74,000 | $137,000 | +$63,000 | 2015-05-14 |
|---|
| Q1 2015 | VMRK
EQUITY RESIDENT | United States | COM | 3,028 | 3,597 | +569 | $218,000 | $280,000 | +$62,000 | 2015-05-14 |
|---|
| Q1 2015 | MDLZ
MONDELEZ INTERN | United States | COM | 2,547 | 4,277 | +1,730 | $93,000 | $154,000 | +$61,000 | 2015-05-14 |
|---|
| Q1 2015 | MOS
MOSAIC COMPANY | United States | COM | 1,297 | 2,598 | +1,301 | $59,000 | $120,000 | +$61,000 | 2015-05-14 |
|---|
| Q1 2015 | ADBE
ADOBE SYSTEMS I | United States | COM | 3,771 | 4,512 | +741 | $274,000 | $334,000 | +$60,000 | 2015-05-14 |
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| Q1 2015 | VNO
VORNADO REALTY | United States | COM | 1,226 | 1,821 | +595 | $144,000 | $204,000 | +$60,000 | 2015-05-14 |
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| Q1 2015 | EXPD
EXPEDITORS INTE | United States | COM | 1,592 | 2,689 | +1,097 | $71,000 | $130,000 | +$59,000 | 2015-05-14 |
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| Q1 2015 | MCHP
MICROCHIP TECHN | United States | COM | 618 | 1,775 | +1,157 | $28,000 | $87,000 | +$59,000 | 2015-05-14 |
|---|
| Q1 2015 | VFC
VF CORPORATION | United States | COM | 3,364 | 4,131 | +767 | $252,000 | $311,000 | +$59,000 | 2015-05-14 |
|---|
| Q1 2015 | AME
AMETEK INC NEW | United States | COM | 1,346 | 2,464 | +1,118 | $71,000 | $129,000 | +$58,000 | 2015-05-14 |
|---|
| Q1 2015 | NEM
NEWMONT MINING | United States | COM | 3,453 | 5,652 | +2,199 | $65,000 | $123,000 | +$58,000 | 2015-05-14 |
|---|
| Q1 2015 | AZO
AUTOZONE INC | United States | COM | 384 | 429 | +45 | $238,000 | $293,000 | +$55,000 | 2015-05-14 |
|---|
| Q1 2015 | ORLY
O REILLY AUTOMO | United States | COM | 1,273 | 1,386 | +113 | $245,000 | $300,000 | +$55,000 | 2015-05-14 |
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| Q1 2015 | FLR
FLUOR CORP NEW | United States | COM | 592 | 1,574 | +982 | $36,000 | $90,000 | +$54,000 | 2015-05-14 |
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| Q1 2015 | HIG
HARTFORD FINANC | United States | COM | 4,179 | 5,442 | +1,263 | $174,000 | $228,000 | +$54,000 | 2015-05-14 |
|---|
| Q1 2015 | FSLR
FIRST SOLAR INC | United States | COM | 316 | 1,122 | +806 | $14,000 | $67,000 | +$53,000 | 2015-05-14 |
|---|
| Q1 2015 | NOC
NORTHROP GRUMMA | United States | COM | 1,862 | 2,032 | +170 | $274,000 | $327,000 | +$53,000 | 2015-05-14 |
|---|
| Q1 2015 | PEG
PUBLIC SERVICE | United States | COM | 4,380 | 5,572 | +1,192 | $181,000 | $234,000 | +$53,000 | 2015-05-14 |
|---|
| Q1 2015 | MTB
M & T BANK CORP | United States | COM | 711 | 1,111 | +400 | $89,000 | $141,000 | +$52,000 | 2015-05-14 |
|---|
| Q1 2015 | FIS
FIDELITY NATION | United States | COM | 3,450 | 3,924 | +474 | $215,000 | $267,000 | +$52,000 | 2015-05-14 |
|---|
| Q1 2015 | FLS
FLOWSERVE CORP | United States | COM | 660 | 1,616 | +956 | $39,000 | $91,000 | +$52,000 | 2015-05-14 |
|---|
| Q1 2015 | BRKB
BERKSHIRE HATHA | | COM | 14,840 | 15,079 | +239 | $2,228,000 | $2,176,000 | -$52,000 | 2015-05-14 |
|---|
| Q1 2015 | EW
EDWARDS LIFESCI | United States | COM | 1,363 | 1,583 | +220 | $174,000 | $226,000 | +$52,000 | 2015-05-14 |
|---|
| Q1 2015 | NEE
NEXTERA ENERGY | United States | COM | 1,774 | 2,318 | +544 | $189,000 | $241,000 | +$52,000 | 2015-05-14 |
|---|
| Q1 2015 | K
KELLOGG CO | United States | COM | 1,607 | 2,365 | +758 | $105,000 | $156,000 | +$51,000 | 2015-05-14 |
|---|
| Q1 2015 | CCI
CROWN CASTLE IN | United States | COM | 3,195 | 3,645 | +450 | $251,000 | $301,000 | +$50,000 | 2015-05-14 |
|---|
| Q1 2015 | THC
TENET HEALTHCAR | United States | COM | 330 | 1,345 | +1,015 | $17,000 | $67,000 | +$50,000 | 2015-05-14 |
|---|
| Q1 2015 | EFX
EQUIFAX INC | United States | COM | 847 | 1,262 | +415 | $68,000 | $117,000 | +$49,000 | 2015-05-14 |
|---|
| Q1 2015 | PWR
QUANTA SERVICES | United States | COM | 928 | 2,620 | +1,692 | $26,000 | $75,000 | +$49,000 | 2015-05-14 |
|---|
| Q1 2015 | HBI
HANESBRANDS INC | United States | COM | 3 | 1,455 | +1,452 | $0 | $49,000 | +$49,000 | 2015-05-14 |
|---|
| Q1 2015 | IPG
INTERPUBLIC GRO | United States | COM | 7,474 | 9,157 | +1,683 | $155,000 | $203,000 | +$48,000 | 2015-05-14 |
|---|
| Q1 2015 | AMP
AMERIPRISE FINL | United States | COM | 1,600 | 1,987 | +387 | $212,000 | $260,000 | +$48,000 | 2015-05-14 |
|---|
| Q1 2015 | EQT
EQT CORPORATION | United States | COM | 466 | 998 | +532 | $35,000 | $83,000 | +$48,000 | 2015-05-14 |
|---|
| Q1 2015 | IP
INTERNATIONAL P | United States | COM | 1,481 | 2,264 | +783 | $79,000 | $126,000 | +$47,000 | 2015-05-14 |
|---|
| Q1 2015 | EL
ESTEE LAUDER CO | United States | COM | 2,410 | 2,780 | +370 | $184,000 | $231,000 | +$47,000 | 2015-05-14 |
|---|
| Q1 2015 | ALL
ALLSTATE CORP | United States | COM | 4,885 | 5,468 | +583 | $343,000 | $389,000 | +$46,000 | 2015-05-14 |
|---|
| Q1 2015 | UNM
UNUM GROUP | United States | COM | 1,172 | 2,591 | +1,419 | $41,000 | $87,000 | +$46,000 | 2015-05-14 |
|---|
| Q1 2015 | PCG
PG&E CORP | United States | COM | 2,192 | 3,066 | +874 | $117,000 | $163,000 | +$46,000 | 2015-05-14 |
|---|
| Q1 2015 | ROST
ROSS STORES INC | United States | COM | 965 | 1,303 | +338 | $91,000 | $137,000 | +$46,000 | 2015-05-14 |
|---|
| Q1 2015 | CINF
CINCINNATI FINA | United States | COM | 1,593 | 2,385 | +792 | $83,000 | $127,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | DRI
DARDEN RESTAURA | United States | COM | 2,216 | 2,505 | +289 | $130,000 | $174,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | DLTR
DOLLAR TREE INC | United States | COM | 1,642 | 1,971 | +329 | $116,000 | $160,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | NWL
NEWELL RUBBERMA | United States | COM | 1,502 | 2,578 | +1,076 | $57,000 | $101,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | TJX
TJX COMPANIES I | United States | COM | 3,953 | 4,503 | +550 | $271,000 | $315,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | USB
US BANCORP DEL | United States | COM | 4,987 | 6,142 | +1,155 | $224,000 | $268,000 | +$44,000 | 2015-05-14 |
|---|
| Q1 2015 | MHK
MOHAWK INDUSTRI | United States | COM | 420 | 584 | +164 | $65,000 | $108,000 | +$43,000 | 2015-05-14 |
|---|
| Q1 2015 | ORCL
ORACLE CORPORAT | United States | COM | 19,064 | 20,850 | +1,786 | $857,000 | $900,000 | +$43,000 | 2015-05-14 |
|---|
| Q1 2015 | RVTY
PERKINELMER INC | United States | COM | 1,180 | 1,854 | +674 | $52,000 | $95,000 | +$43,000 | 2015-05-14 |
|---|
| Q1 2015 | L
LOEWS CORPORATI | United States | COM | 2,860 | 3,937 | +1,077 | $120,000 | $161,000 | +$41,000 | 2015-05-14 |
|---|
| Q1 2015 | CTAS
CINTAS CORP | United States | COM | 2,794 | 3,189 | +395 | $219,000 | $260,000 | +$41,000 | 2015-05-14 |
|---|
| Q1 2015 | DVN
DEVON ENERGY CO | United States | COM | 2,217 | 2,928 | +711 | $136,000 | $177,000 | +$41,000 | 2015-05-14 |
|---|
| Q1 2015 | ROK
ROCKWELL AUTOMA | United States | COM | 488 | 823 | +335 | $54,000 | $95,000 | +$41,000 | 2015-05-14 |
|---|
| Q1 2015 | CTRA
CABOT OIL & GAS | United States | COM | 1,705 | 3,008 | +1,303 | $50,000 | $89,000 | +$39,000 | 2015-05-14 |
|---|
| Q1 2015 | NVDA
NVIDIA CORP | United States | COM | 6,024 | 7,645 | +1,621 | $121,000 | $160,000 | +$39,000 | 2015-05-14 |
|---|
| Q1 2015 | A
AGILENT TECHNOL | United States | COM | 1,645 | 2,536 | +891 | $67,000 | $105,000 | +$38,000 | 2015-05-14 |
|---|
| Q1 2015 | GLW
CORNING INC | United States | COM | 5,739 | 7,480 | +1,741 | $132,000 | $170,000 | +$38,000 | 2015-05-14 |
|---|
| Q1 2015 | KSS
KOHLS CORP | United States | COM | 1,585 | 1,702 | +117 | $97,000 | $133,000 | +$36,000 | 2015-05-14 |
|---|
| Q1 2015 | AFL
AFLAC INC | United States | COM | 1,625 | 2,109 | +484 | $99,000 | $135,000 | +$36,000 | 2015-05-14 |
|---|
| Q1 2015 | APH
AMPHENOL CORPOR | United States | COM | 1,436 | 1,924 | +488 | $77,000 | $113,000 | +$36,000 | 2015-05-14 |
|---|
| Q1 2015 | NDAQ
NASDAQ OMX GROU | United States | COM | 2,846 | 3,378 | +532 | $136,000 | $172,000 | +$36,000 | 2015-05-14 |
|---|
| Q1 2015 | MAN
MANPOWERGROUP | United States | COM | 1 | 403 | +402 | $0 | $35,000 | +$35,000 | 2015-05-14 |
|---|
| Q1 2015 | AEP
AMERICAN ELECTR | United States | COM | 3,447 | 4,346 | +899 | $209,000 | $244,000 | +$35,000 | 2015-05-14 |
|---|
| Q1 2015 | FISV
FISERV INC | United States | COM | 2,316 | 2,511 | +195 | $164,000 | $199,000 | +$35,000 | 2015-05-14 |
|---|
| Q1 2015 | RHI
ROBERT HALF INT | United States | COM | 2,229 | 2,731 | +502 | $130,000 | $165,000 | +$35,000 | 2015-05-14 |
|---|
| Q1 2015 | MLM
MARTIN MARIETTA | United States | COM | 266 | 451 | +185 | $29,000 | $63,000 | +$34,000 | 2015-05-14 |
|---|
| Q1 2015 | MKC
MCCORMICK & CO | United States | COM | 862 | 1,267 | +405 | $64,000 | $98,000 | +$34,000 | 2015-05-14 |
|---|
| Q1 2015 | CHD
CHURCH & DWIGHT | United States | COM | 2 | 399 | +397 | $0 | $34,000 | +$34,000 | 2015-05-14 |
|---|
| Q1 2015 | SWKS
SKYWORKS SOLUTI | United States | COM | 5 | 345 | +340 | $0 | $34,000 | +$34,000 | 2015-05-14 |
|---|
| Q1 2015 | HRL
HORMEL FOODS CO | United States | COM | 1,280 | 1,781 | +501 | $67,000 | $101,000 | +$34,000 | 2015-05-14 |
|---|
| Q1 2015 | VMC
VULCAN MATERIAL | United States | COM | 366 | 677 | +311 | $24,000 | $57,000 | +$33,000 | 2015-05-14 |
|---|
| Q1 2015 | CYH
COMMUNITY HEALT | United States | COM | 2 | 639 | +637 | $0 | $33,000 | +$33,000 | 2015-05-14 |
|---|
| Q1 2015 | PRU
PRUDENTIAL FINA | United States | COM | 2,007 | 2,671 | +664 | $182,000 | $215,000 | +$33,000 | 2015-05-14 |
|---|
| Q1 2015 | ITW
ILLINOIS TOOL W | United States | COM | 2,495 | 2,764 | +269 | $236,000 | $268,000 | +$32,000 | 2015-05-14 |
|---|
| Q1 2015 | OMC
OMNICOM GROUP I | United States | COM | 826 | 1,225 | +399 | $64,000 | $96,000 | +$32,000 | 2015-05-14 |
|---|
| Q1 2015 | TXT
TEXTRON INC | United States | COM | 2,130 | 2,749 | +619 | $90,000 | $122,000 | +$32,000 | 2015-05-14 |
|---|
| Q1 2015 | CMS
CMS ENERGY CORP | United States | COM | 1,329 | 2,198 | +869 | $46,000 | $77,000 | +$31,000 | 2015-05-14 |
|---|
| Q1 2015 | TSCO
TRACTOR SUPPLY | United States | COM | 711 | 1,027 | +316 | $56,000 | $87,000 | +$31,000 | 2015-05-14 |
|---|
| Q1 2015 | PNR
PENTAIR PLC | | COM | 967 | 1,517 | +550 | $64,000 | $95,000 | +$31,000 | 2015-05-14 |
|---|
| Q1 2015 | MPC
MARATHON PETE C | United States | COM | 1,684 | 1,778 | +94 | $152,000 | $182,000 | +$30,000 | 2015-05-14 |
|---|
| Q1 2015 | VYX
NCR CORP NEW | United States | COM | 2 | 1,001 | +999 | $0 | $30,000 | +$30,000 | 2015-05-14 |
|---|
| Q1 2015 | RMD
RESMED INC | United States | COM | 5 | 419 | +414 | $0 | $30,000 | +$30,000 | 2015-05-14 |
|---|
| Q1 2015 | KIM
KIMCO REALTY CO | United States | COM | 4,664 | 5,454 | +790 | $117,000 | $146,000 | +$29,000 | 2015-05-14 |
|---|
| Q1 2015 | MAC
MACERICH CO | United States | COM | 1,816 | 2,130 | +314 | $151,000 | $180,000 | +$29,000 | 2015-05-14 |
|---|
| Q1 2015 | MRSH
MARSH & MCLENNA | United States | COM | 4,469 | 5,087 | +618 | $256,000 | $285,000 | +$29,000 | 2015-05-14 |
|---|
| Q1 2015 | AXP
AMERICAN EXPRES | United States | COM | 2,404 | 2,492 | +88 | $224,000 | $195,000 | -$29,000 | 2015-05-14 |
|---|
| Q1 2015 | DUK
DUKE ENERGY COR | United States | COM | 4,840 | 5,634 | +794 | $404,000 | $433,000 | +$29,000 | 2015-05-14 |
|---|
| Q1 2015 | MSI
MOTOROLA SOLUTI | United States | COM | 3,795 | 4,267 | +472 | $255,000 | $284,000 | +$29,000 | 2015-05-14 |
|---|
| Q1 2015 | XEL
XCEL ENERGY INC | United States | COM | 2,577 | 3,482 | +905 | $93,000 | $121,000 | +$28,000 | 2015-05-14 |
|---|
| Q1 2015 | CBRE
CBRE GROUP INC | United States | CL A | 4,505 | 4,708 | +203 | $154,000 | $182,000 | +$28,000 | 2015-05-14 |
|---|
| Q1 2015 | NWSA
NEWS CORPORATIO | United States | COM | 2,338 | 4,068 | +1,730 | $37,000 | $65,000 | +$28,000 | 2015-05-14 |
|---|
| Q1 2015 | SLM
SLM CORPORATION | United States | COM | 6 | 2,995 | +2,989 | $0 | $28,000 | +$28,000 | 2015-05-14 |
|---|
| Q1 2015 | FDX
FEDEX CORP | United States | COM | 1,869 | 2,125 | +256 | $325,000 | $352,000 | +$27,000 | 2015-05-14 |
|---|
| Q1 2015 | UAA
UNDER ARMOUR IN | United States | COM | 1,105 | 1,258 | +153 | $75,000 | $102,000 | +$27,000 | 2015-05-14 |
|---|
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