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.
- Q2 2015: Stock PEP; Country of operation United States; Class COM; Shares before 12,818.
- Q2 2015: Stock PGR; Country of operation United States; Class COM; Shares before 6,968.
- Q2 2015: Stock AMT; Country of operation United States; Class COM; Shares before 3,600.
- Q2 2015: Stock ISRG; Country of operation United States; Class COM; Shares before 294.
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 |
|---|
| Q2 2015 | PEP
PEPSICO INC | United States | COM | 12,818 | 13,743 | +925 | $1,226,000 | $1,283,000 | +$57,000 | 2015-08-18 |
|---|
| Q2 2015 | PGR
PROGRESSIVE COR | United States | COM | 6,968 | 8,826 | +1,858 | $190,000 | $246,000 | +$56,000 | 2015-08-18 |
|---|
| Q2 2015 | AMT
AMERICAN TOWER | United States | COM | 3,600 | 4,216 | +616 | $339,000 | $393,000 | +$54,000 | 2015-08-18 |
|---|
| Q2 2015 | ISRG
INTUITIVE SURGI | United States | COM | 294 | 410 | +116 | $148,000 | $199,000 | +$51,000 | 2015-08-18 |
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| Q2 2015 | FITB
FIFTH THIRD BAN | United States | COM | 4,480 | 6,502 | +2,022 | $84,000 | $135,000 | +$51,000 | 2015-08-18 |
|---|
| Q2 2015 | DG
DOLLAR GENERAL | United States | COM | 2,437 | 3,029 | +592 | $184,000 | $235,000 | +$51,000 | 2015-08-18 |
|---|
| Q2 2015 | F
FORD MOTOR CO | United States | COM | 31,801 | 37,592 | +5,791 | $513,000 | $564,000 | +$51,000 | 2015-08-18 |
|---|
| Q2 2015 | EXPE
EXPEDIA INC | United States | COM | 1,128 | 1,424 | +296 | $106,000 | $156,000 | +$50,000 | 2015-08-18 |
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| Q2 2015 | CTRA
CABOT OIL & GAS | United States | COM | 3,008 | 4,394 | +1,386 | $89,000 | $139,000 | +$50,000 | 2015-08-18 |
|---|
| Q2 2015 | AES
AES CORP | United States | COM | 2,889 | 6,492 | +3,603 | $37,000 | $86,000 | +$49,000 | 2015-08-18 |
|---|
| Q2 2015 | ADI
ANALOG DEVICES | United States | COM | 4,147 | 4,811 | +664 | $261,000 | $309,000 | +$48,000 | 2015-08-18 |
|---|
| Q2 2015 | CSCO
CISCO SYSTEMS I | United States | COM | 46,458 | 48,333 | +1,875 | $1,279,000 | $1,327,000 | +$48,000 | 2015-08-18 |
|---|
| Q2 2015 | WMB
WILLIAMS COMPAN | United States | COM | 5,999 | 6,085 | +86 | $303,000 | $349,000 | +$46,000 | 2015-08-18 |
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| Q2 2015 | PCAR
PACCAR INC | United States | COM | 3,509 | 4,206 | +697 | $222,000 | $268,000 | +$46,000 | 2015-08-18 |
|---|
| Q2 2015 | INTU
INTUIT INC | United States | COM | 2,819 | 3,155 | +336 | $273,000 | $318,000 | +$45,000 | 2015-08-18 |
|---|
| Q2 2015 | AAP
ADVANCE AUTO PA | United States | COM | 88 | 363 | +275 | $13,000 | $58,000 | +$45,000 | 2015-08-18 |
|---|
| Q2 2015 | SCHW
CHARLES SCHWAB | United States | COM | 6,482 | 7,389 | +907 | $197,000 | $241,000 | +$44,000 | 2015-08-18 |
|---|
| Q2 2015 | NWL
NEWELL RUBBERMA | United States | COM | 2,578 | 3,508 | +930 | $101,000 | $144,000 | +$43,000 | 2015-08-18 |
|---|
| Q2 2015 | UAA
UNDER ARMOUR IN | United States | COM | 1,258 | 1,721 | +463 | $102,000 | $144,000 | +$42,000 | 2015-08-18 |
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| Q2 2015 | WAT
WATERS CORP | United States | COM | 554 | 863 | +309 | $69,000 | $111,000 | +$42,000 | 2015-08-18 |
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| Q2 2015 | RL
RALPH LAUREN CO | United States | COM | 261 | 572 | +311 | $34,000 | $76,000 | +$42,000 | 2015-08-18 |
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| Q2 2015 | PPL
PPL CORPORATION | United States | COM | 3,312 | 5,205 | +1,893 | $111,000 | $153,000 | +$42,000 | 2015-08-18 |
|---|
| Q2 2015 | HSIC
HENRY SCHEIN IN | United States | COM | 109 | 391 | +282 | $15,000 | $56,000 | +$41,000 | 2015-08-18 |
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| Q2 2015 | BIIB
BIOGEN INC | United States | COM | 1,566 | 1,739 | +173 | $661,000 | $702,000 | +$41,000 | 2015-08-18 |
|---|
| Q2 2015 | FISV
FISERV INC | United States | COM | 2,511 | 2,894 | +383 | $199,000 | $240,000 | +$41,000 | 2015-08-18 |
|---|
| Q2 2015 | HST
HOST HOTELS & R | United States | COM | 2,550 | 4,599 | +2,049 | $51,000 | $91,000 | +$40,000 | 2015-08-18 |
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| Q2 2015 | MKC
MCCORMICK & CO | United States | COM | 1,267 | 1,705 | +438 | $98,000 | $138,000 | +$40,000 | 2015-08-18 |
|---|
| Q2 2015 | PG
PROCTER & GAMBL | United States | COM | 13,689 | 14,834 | +1,145 | $1,122,000 | $1,161,000 | +$39,000 | 2015-08-18 |
|---|
| Q2 2015 | MHK
MOHAWK INDUSTRI | United States | COM | 584 | 766 | +182 | $108,000 | $146,000 | +$38,000 | 2015-08-18 |
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| Q2 2015 | BSX
BOSTON SCIENTIF | United States | COM | 8,616 | 10,714 | +2,098 | $153,000 | $190,000 | +$37,000 | 2015-08-18 |
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| Q2 2015 | CTSH
COGNIZANT TECHN | United States | COM | 6,613 | 7,372 | +759 | $413,000 | $450,000 | +$37,000 | 2015-08-18 |
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| Q2 2015 | NEM
NEWMONT MINING | United States | COM | 5,652 | 6,861 | +1,209 | $123,000 | $160,000 | +$37,000 | 2015-08-18 |
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| Q2 2015 | LNC
LINCOLN NATIONA | United States | COM | 3,098 | 3,608 | +510 | $178,000 | $214,000 | +$36,000 | 2015-08-18 |
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| Q2 2015 | NI
NISOURCE INC | United States | COM | 4,162 | 4,830 | +668 | $184,000 | $220,000 | +$36,000 | 2015-08-18 |
|---|
| Q2 2015 | ETN
EATON CORPORATI | | COM | 3,860 | 4,396 | +536 | $262,000 | $297,000 | +$35,000 | 2015-08-18 |
|---|
| Q2 2015 | LMT
LOCKHEED MARTIN | United States | COM | 3,639 | 4,163 | +524 | $739,000 | $774,000 | +$35,000 | 2015-08-18 |
|---|
| Q2 2015 | MAS
MASCO CORP | United States | COM | 1,637 | 2,959 | +1,322 | $44,000 | $79,000 | +$35,000 | 2015-08-18 |
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| Q2 2015 | SNA
SNAP-ON INC | United States | COM | 1,213 | 1,339 | +126 | $178,000 | $213,000 | +$35,000 | 2015-08-18 |
|---|
| Q2 2015 | HAL
HALLIBURTON COM | United States | COM | 8,686 | 9,646 | +960 | $381,000 | $415,000 | +$34,000 | 2015-08-18 |
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| Q2 2015 | HOG
HARLEY DAVIDSON | United States | COM | 916 | 1,591 | +675 | $56,000 | $90,000 | +$34,000 | 2015-08-18 |
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| Q2 2015 | HRL
HORMEL FOODS CO | United States | COM | 1,781 | 2,395 | +614 | $101,000 | $135,000 | +$34,000 | 2015-08-18 |
|---|
| Q2 2015 | CL
COLGATE PALMOLI | United States | COM | 7,125 | 8,079 | +954 | $494,000 | $528,000 | +$34,000 | 2015-08-18 |
|---|
| Q2 2015 | CMA
COMERICA INC | United States | COM | 3,530 | 3,766 | +236 | $159,000 | $193,000 | +$34,000 | 2015-08-18 |
|---|
| Q2 2015 | LEG
LEGGETT & PLATT | United States | COM | 1,891 | 2,465 | +574 | $87,000 | $120,000 | +$33,000 | 2015-08-18 |
|---|
| Q2 2015 | RIG
TRANSOCEAN LTD | | COM | 1,672 | 3,574 | +1,902 | $25,000 | $58,000 | +$33,000 | 2015-08-18 |
|---|
| Q2 2015 | EQIX
EQUINIX INC | United States | COM | 182 | 296 | +114 | $42,000 | $75,000 | +$33,000 | 2015-08-18 |
|---|
| Q2 2015 | D
DOMINION RESOUR | United States | COM | 2,389 | 3,016 | +627 | $169,000 | $202,000 | +$33,000 | 2015-08-18 |
|---|
| Q2 2015 | NVDA
NVIDIA CORP | United States | COM | 7,645 | 9,602 | +1,957 | $160,000 | $193,000 | +$33,000 | 2015-08-18 |
|---|
| Q2 2015 | AYI
ACUITY BRANDS I | United States | COM | 80 | 252 | +172 | $13,000 | $45,000 | +$32,000 | 2015-08-18 |
|---|
| Q2 2015 | AFL
AFLAC INC | United States | COM | 2,109 | 2,685 | +576 | $135,000 | $167,000 | +$32,000 | 2015-08-18 |
|---|
| Q2 2015 | TXT
TEXTRON INC | United States | COM | 2,749 | 3,453 | +704 | $122,000 | $154,000 | +$32,000 | 2015-08-18 |
|---|
| Q2 2015 | MO
ALTRIA GROUP IN | United States | COM | 14,957 | 15,945 | +988 | $748,000 | $780,000 | +$32,000 | 2015-08-18 |
|---|
| Q2 2015 | EL
ESTEE LAUDER CO | United States | COM | 2,780 | 3,034 | +254 | $231,000 | $263,000 | +$32,000 | 2015-08-18 |
|---|
| Q2 2015 | GT
GOODYEAR TIRE & | United States | COM | 2,791 | 3,565 | +774 | $76,000 | $107,000 | +$31,000 | 2015-08-18 |
|---|
| Q2 2015 | ALL
ALLSTATE CORP | United States | COM | 5,468 | 5,521 | +53 | $389,000 | $358,000 | -$31,000 | 2015-08-18 |
|---|
| Q2 2015 | O
REALTY INCOME C | United States | COM | 382 | 1,145 | +763 | $20,000 | $51,000 | +$31,000 | 2015-08-18 |
|---|
| Q2 2015 | NOC
NORTHROP GRUMMA | United States | COM | 2,032 | 2,254 | +222 | $327,000 | $358,000 | +$31,000 | 2015-08-18 |
|---|
| Q2 2015 | HP
HELMERICH & PAY | United States | COM | 2,296 | 2,646 | +350 | $156,000 | $186,000 | +$30,000 | 2015-08-18 |
|---|
| Q2 2015 | CPB
CAMPBELL SOUP C | United States | COM | 1,453 | 2,067 | +614 | $68,000 | $98,000 | +$30,000 | 2015-08-18 |
|---|
| Q2 2015 | SEE
SEALED AIR CORP | | COM | 1,741 | 2,129 | +388 | $79,000 | $109,000 | +$30,000 | 2015-08-18 |
|---|
| Q2 2015 | SCI
SERVICE CORP IN | United States | COM | 180 | 1,180 | +1,000 | $5,000 | $35,000 | +$30,000 | 2015-08-18 |
|---|
| Q2 2015 | GNW
GENWORTH FINANC | United States | COM | 5,220 | 8,835 | +3,615 | $38,000 | $67,000 | +$29,000 | 2015-08-18 |
|---|
| Q2 2015 | AMP
AMERIPRISE FINL | United States | COM | 1,987 | 2,311 | +324 | $260,000 | $289,000 | +$29,000 | 2015-08-18 |
|---|
| Q2 2015 | ECL
ECOLAB INC | United States | COM | 1,195 | 1,465 | +270 | $137,000 | $166,000 | +$29,000 | 2015-08-18 |
|---|
| Q2 2015 | RF
REGIONS FINANCI | United States | COM | 9,175 | 11,227 | +2,052 | $87,000 | $116,000 | +$29,000 | 2015-08-18 |
|---|
| Q2 2015 | QRVO
QORVO INC | United States | COM | 811 | 1,158 | +347 | $65,000 | $93,000 | +$28,000 | 2015-08-18 |
|---|
| Q2 2015 | HOLX
HOLOGIC INC | United States | COM | 137 | 831 | +694 | $5,000 | $32,000 | +$27,000 | 2015-08-18 |
|---|
| Q2 2015 | EG
EVEREST RE GROU | | COM | 32 | 184 | +152 | $6,000 | $33,000 | +$27,000 | 2015-08-18 |
|---|
| Q2 2015 | DAL
DELTA AIR LINES | United States | COM | 3,091 | 4,030 | +939 | $139,000 | $166,000 | +$27,000 | 2015-08-18 |
|---|
| Q2 2015 | SEIC
SEI INVESTMENTS | United States | COM | 110 | 645 | +535 | $5,000 | $32,000 | +$27,000 | 2015-08-18 |
|---|
| Q2 2015 | FBIN
FORTUNE BRANDS | United States | COM | 118 | 720 | +602 | $6,000 | $33,000 | +$27,000 | 2015-08-18 |
|---|
| Q2 2015 | TDS
TELEPHONE & DAT | United States | COM | 130 | 997 | +867 | $3,000 | $29,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | AVY
AVERY DENNISON | United States | COM | 702 | 1,033 | +331 | $37,000 | $63,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | MCD
MCDONALDS CORP | United States | COM | 5,493 | 5,901 | +408 | $535,000 | $561,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | ROP
ROPER TECHNOLOG | United States | COM | 1,662 | 1,809 | +147 | $286,000 | $312,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | RCL
ROYAL CARIBBEAN | United States | COM | 151 | 477 | +326 | $12,000 | $38,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | NTRS
NORTHERN TRUST | United States | COM | 2,834 | 2,916 | +82 | $197,000 | $223,000 | +$26,000 | 2015-08-18 |
|---|
| Q2 2015 | UNM
UNUM GROUP | United States | COM | 2,591 | 3,135 | +544 | $87,000 | $112,000 | +$25,000 | 2015-08-18 |
|---|
| Q2 2015 | PVH
PVH CORP | United States | COM | 199 | 403 | +204 | $21,000 | $46,000 | +$25,000 | 2015-08-18 |
|---|
| Q2 2015 | FL
FOOT LOCKER INC | United States | COM | 118 | 479 | +361 | $7,000 | $32,000 | +$25,000 | 2015-08-18 |
|---|
| Q2 2015 | GME
GAMESTOP CORP | United States | COM | 560 | 1,039 | +479 | $21,000 | $45,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | GPN
GLOBAL PAYMENTS | United States | COM | 47 | 269 | +222 | $4,000 | $28,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | AMG
AFFILIATED MANA | United States | COM | 886 | 978 | +92 | $190,000 | $214,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | EXR
EXTRA SPACE STO | United States | COM | 87 | 463 | +376 | $6,000 | $30,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | ZION
ZIONS BANCORPOR | United States | COM | 1,944 | 2,386 | +442 | $52,000 | $76,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | SHW
SHERWIN WILLIAM | United States | COM | 793 | 909 | +116 | $226,000 | $250,000 | +$24,000 | 2015-08-18 |
|---|
| Q2 2015 | IDXX
IDEXX LABORATOR | United States | COM | 30 | 440 | +410 | $5,000 | $28,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | JBHT
JB HUNT TRANSPO | United States | COM | 116 | 403 | +287 | $10,000 | $33,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | ALB
ALBEMARLE CORPO | United States | COM | 274 | 661 | +387 | $14,000 | $37,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | CNP
CENTERPOINT ENE | United States | COM | 1,032 | 2,303 | +1,271 | $21,000 | $44,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | CSX
CSX CORP | United States | COM | 8,795 | 9,626 | +831 | $291,000 | $314,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | DRI
DARDEN RESTAURA | United States | COM | 2,505 | 2,769 | +264 | $174,000 | $197,000 | +$23,000 | 2015-08-18 |
|---|
| Q2 2015 | HIG
HARTFORD FINANC | United States | COM | 5,442 | 6,022 | +580 | $228,000 | $250,000 | +$22,000 | 2015-08-18 |
|---|
| Q2 2015 | SGI
TEMPUR SEALY IN | United States | COM | 55 | 380 | +325 | $3,000 | $25,000 | +$22,000 | 2015-08-18 |
|---|
| Q2 2015 | BFH
ALLIANCE DATA S | United States | COM | 858 | 945 | +87 | $254,000 | $276,000 | +$22,000 | 2015-08-18 |
|---|
| Q2 2015 | XYL
XYLEM INC | United States | COM | 1,014 | 1,576 | +562 | $36,000 | $58,000 | +$22,000 | 2015-08-18 |
|---|
| Q2 2015 | CCI
CROWN CASTLE IN | United States | COM | 3,645 | 4,025 | +380 | $301,000 | $323,000 | +$22,000 | 2015-08-18 |
|---|
| Q2 2015 | CYH
COMMUNITY HEALT | United States | COM | 639 | 864 | +225 | $33,000 | $54,000 | +$21,000 | 2015-08-18 |
|---|
| Q2 2015 | DAR
DARLING INGREDI | United States | COM | 314 | 1,720 | +1,406 | $4,000 | $25,000 | +$21,000 | 2015-08-18 |
|---|
| Q2 2015 | MAN
MANPOWERGROUP | United States | COM | 403 | 625 | +222 | $35,000 | $56,000 | +$21,000 | 2015-08-18 |
|---|
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