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 NRG; Country of operation United States; Class COM; Shares before 1,629.
- Q2 2015: Stock KEY; Country of operation United States; Class COM; Shares before 4,800.
- Q2 2015: Stock KR; Country of operation United States; Class COM; Shares before 5,314.
- Q2 2015: Stock TXN; Country of operation United States; Class COM; Shares before 7,052.
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 |
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| Q2 2015 | NRG
NRG ENERGY INC | United States | COM | 1,629 | 2,726 | +1,097 | $41,000 | $62,000 | +$21,000 | 2015-08-18 |
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| Q2 2015 | KEY
KEYCORP NEW | United States | COM | 4,800 | 5,865 | +1,065 | $68,000 | $88,000 | +$20,000 | 2015-08-18 |
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| Q2 2015 | KR
KROGER CO (THE) | United States | COM | 5,314 | 5,883 | +569 | $407,000 | $427,000 | +$20,000 | 2015-08-18 |
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| Q2 2015 | TXN
TEXAS INSTRUMEN | United States | COM | 7,052 | 7,430 | +378 | $403,000 | $383,000 | -$20,000 | 2015-08-18 |
|---|
| Q2 2015 | CRI
CARTER'S INC | United States | COM | 67 | 240 | +173 | $6,000 | $26,000 | +$20,000 | 2015-08-18 |
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| Q2 2015 | DLTR
DOLLAR TREE INC | United States | COM | 1,971 | 2,277 | +306 | $160,000 | $180,000 | +$20,000 | 2015-08-18 |
|---|
| Q2 2015 | MTD
METTLER-TOLEDO | | COM | 31 | 89 | +58 | $10,000 | $30,000 | +$20,000 | 2015-08-18 |
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| Q2 2015 | NUE
NUCOR CORP | United States | COM | 1,439 | 1,994 | +555 | $68,000 | $88,000 | +$20,000 | 2015-08-18 |
|---|
| Q2 2015 | AJG
GALLAGHER ARTHU | United States | COM | 183 | 599 | +416 | $9,000 | $28,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | HBAN
HUNTINGTON BANC | United States | COM | 12,135 | 13,524 | +1,389 | $134,000 | $153,000 | +$19,000 | 2015-08-18 |
|---|
| Q2 2015 | ICE
INTERCONTINENTA | United States | COM | 1,440 | 1,589 | +149 | $336,000 | $355,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | AGCO
AGCO CORP | United States | COM | 292 | 587 | +295 | $14,000 | $33,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | ALGN
ALIGN TECHNOLOG | United States | COM | 36 | 339 | +303 | $2,000 | $21,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | SNPS
SYNOPSYS INC | United States | COM | 272 | 630 | +358 | $13,000 | $32,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | UGI
UGI CORPORATION | United States | COM | 201 | 741 | +540 | $7,000 | $26,000 | +$19,000 | 2015-08-18 |
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| Q2 2015 | EFX
EQUIFAX INC | United States | COM | 1,262 | 1,399 | +137 | $117,000 | $136,000 | +$19,000 | 2015-08-18 |
|---|
| Q2 2015 | CME
CME GROUP INC | United States | COM | 4,126 | 4,406 | +280 | $391,000 | $410,000 | +$19,000 | 2015-08-18 |
|---|
| Q2 2015 | IT
GARTNER INC | United States | COM | 61 | 266 | +205 | $5,000 | $23,000 | +$18,000 | 2015-08-18 |
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| Q2 2015 | KMB
KIMBERLY CLARK | United States | COM | 2,970 | 3,166 | +196 | $318,000 | $336,000 | +$18,000 | 2015-08-18 |
|---|
| Q2 2015 | AME
AMETEK INC NEW | United States | COM | 2,464 | 2,677 | +213 | $129,000 | $147,000 | +$18,000 | 2015-08-18 |
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| Q2 2015 | WAB
WABTEC CORP | United States | COM | 51 | 249 | +198 | $5,000 | $23,000 | +$18,000 | 2015-08-18 |
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| Q2 2015 | ZTS
ZOETIS INC | United States | COM | 8,961 | 8,982 | +21 | $415,000 | $433,000 | +$18,000 | 2015-08-18 |
|---|
| Q2 2015 | CMG
CHIPOTLE MEXICA | United States | COM | 193 | 238 | +45 | $126,000 | $144,000 | +$18,000 | 2015-08-18 |
|---|
| Q2 2015 | PII
POLARIS INDUSTR | United States | COM | 10 | 131 | +121 | $1,000 | $19,000 | +$18,000 | 2015-08-18 |
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| Q2 2015 | TRIP
TRIPADVISOR INC | United States | COM | 903 | 1,060 | +157 | $75,000 | $92,000 | +$17,000 | 2015-08-18 |
|---|
| Q2 2015 | CDNS
CADENCE DESIGN | United States | COM | 707 | 1,525 | +818 | $13,000 | $30,000 | +$17,000 | 2015-08-18 |
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| Q2 2015 | CSL
CARLISLE COMPAN | United States | COM | 46 | 209 | +163 | $4,000 | $21,000 | +$17,000 | 2015-08-18 |
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| Q2 2015 | CASY
CASEYS GENERAL | United States | COM | 33 | 208 | +175 | $3,000 | $20,000 | +$17,000 | 2015-08-18 |
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| Q2 2015 | F104PAIROFF
DISCOVERY COMMU | | COM SER A | 667 | 1,147 | +480 | $21,000 | $38,000 | +$17,000 | 2015-08-18 |
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| Q2 2015 | PH
PARKER HANNIFIN | United States | COM | 957 | 1,126 | +169 | $114,000 | $131,000 | +$17,000 | 2015-08-18 |
|---|
| Q2 2015 | GM
GENERAL MOTORS | United States | COM | 9,388 | 11,053 | +1,665 | $352,000 | $368,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | UTHR
UNITED THERAPEU | United States | COM | 66 | 157 | +91 | $11,000 | $27,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | EQT
EQT CORPORATION | United States | COM | 998 | 1,217 | +219 | $83,000 | $99,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | VNO
VORNADO REALTY | United States | COM | 1,821 | 1,979 | +158 | $204,000 | $188,000 | -$16,000 | 2015-08-18 |
|---|
| Q2 2015 | CBOE
CBOE HOLDINGS I | United States | COM | 65 | 341 | +276 | $4,000 | $20,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | DVA
DAVITA HEALTHCA | United States | COM | 2,044 | 2,294 | +250 | $166,000 | $182,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | LKQ
LKQ CORPORATION | United States | COM | 429 | 881 | +452 | $11,000 | $27,000 | +$16,000 | 2015-08-18 |
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| Q2 2015 | MSCI
MSCI INC | United States | COM | 49 | 308 | +259 | $3,000 | $19,000 | +$16,000 | 2015-08-18 |
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| Q2 2015 | HAIN
HAIN CELESTIAL | United States | COM | 46 | 269 | +223 | $3,000 | $18,000 | +$15,000 | 2015-08-18 |
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| Q2 2015 | THG
HANOVER INSURAN | United States | COM | 49 | 252 | +203 | $4,000 | $19,000 | +$15,000 | 2015-08-18 |
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| Q2 2015 | JLL
JONES LANG LASA | United States | COM | 36 | 124 | +88 | $6,000 | $21,000 | +$15,000 | 2015-08-18 |
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| Q2 2015 | TER
TERADYNE INC | United States | COM | 123 | 873 | +750 | $2,000 | $17,000 | +$15,000 | 2015-08-18 |
|---|
| Q2 2015 | BWA
BORG WARNER AUT | United States | COM | 944 | 1,271 | +327 | $57,000 | $72,000 | +$15,000 | 2015-08-18 |
|---|
| Q2 2015 | RNR
RENAISSANCERE H | | COM | 35 | 180 | +145 | $3,000 | $18,000 | +$15,000 | 2015-08-18 |
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| Q2 2015 | NEU
NEWMARKET CORPO | United States | COM | 8 | 43 | +35 | $4,000 | $19,000 | +$15,000 | 2015-08-18 |
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| Q2 2015 | GGG
GRACO INC | United States | COM | 100 | 290 | +190 | $7,000 | $21,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | HNI
HNI CORPORATION | United States | COM | 74 | 343 | +269 | $4,000 | $18,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | MDRX
ALLSCRIPTS HEAL | United States | COM | 188 | 1,148 | +960 | $2,000 | $16,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | EWBC
EAST WEST BANCO | United States | COM | 122 | 423 | +301 | $5,000 | $19,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | UDR
UDR INC | United States | COM | 361 | 811 | +450 | $12,000 | $26,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | RRC
RANGE RESOURCES | United States | COM | 755 | 1,082 | +327 | $39,000 | $53,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | PPG
PPG INDUSTRIES | United States | COM | 369 | 845 | +476 | $83,000 | $97,000 | +$14,000 | 2015-08-18 |
|---|
| Q2 2015 | PLD
PROLOGIS INC | United States | COM | 2,482 | 2,534 | +52 | $108,000 | $94,000 | -$14,000 | 2015-08-18 |
|---|
| Q2 2015 | IEX
IDEX CORP | United States | COM | 26 | 197 | +171 | $2,000 | $15,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | GWW
W W GRAINGER IN | United States | COM | 245 | 299 | +54 | $58,000 | $71,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | KMX
CARMAX INC | United States | COM | 1,743 | 2,009 | +266 | $120,000 | $133,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | CBSH
COMMERCE BANCSH | United States | COM | 67 | 339 | +272 | $3,000 | $16,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | DPZ
DOMINOS PIZZA I | United States | COM | 17 | 136 | +119 | $2,000 | $15,000 | +$13,000 | 2015-08-18 |
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| Q2 2015 | DCI
DONALDSON CO IN | United States | COM | 81 | 445 | +364 | $3,000 | $16,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | LOW
LOWES COMPANIES | United States | COM | 5,874 | 6,330 | +456 | $437,000 | $424,000 | -$13,000 | 2015-08-18 |
|---|
| Q2 2015 | MANH
MANHATTAN ASSOC | United States | COM | 29 | 241 | +212 | $1,000 | $14,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | SKX
SKECHERS USA IN | United States | COM | 63 | 167 | +104 | $5,000 | $18,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | STLD
STEEL DYNAMICS | United States | COM | 396 | 1,020 | +624 | $8,000 | $21,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | PNR
PENTAIR PLC | | COM | 1,517 | 1,577 | +60 | $95,000 | $108,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | HBI
HANESBRANDS INC | United States | COM | 1,455 | 1,829 | +374 | $49,000 | $61,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | HELE
HELEN OF TROY L | | COM | 29 | 144 | +115 | $2,000 | $14,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | ALK
ALASKA AIR GROU | United States | COM | 68 | 257 | +189 | $5,000 | $17,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | AFG
AMERICAN FINANC | United States | COM | 55 | 240 | +185 | $4,000 | $16,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | VFC
VF CORPORATION | United States | COM | 4,131 | 4,637 | +506 | $311,000 | $323,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | WU
WESTERN UNION C | United States | COM | 6,304 | 7,014 | +710 | $131,000 | $143,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | BC
BRUNSWICK CORP | United States | COM | 33 | 273 | +240 | $2,000 | $14,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | ZBRA
ZEBRA TECHNOLOG | United States | COM | 34 | 136 | +102 | $3,000 | $15,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | PTC
PTC INC | United States | COM | 198 | 465 | +267 | $7,000 | $19,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | RGA
REINSURANCE GRO | United States | COM | 68 | 194 | +126 | $6,000 | $18,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | NFG
NATIONAL FUEL G | United States | COM | 90 | 297 | +207 | $5,000 | $17,000 | +$12,000 | 2015-08-18 |
|---|
| Q2 2015 | GHC
GRAHAM HOLDINGS | United States | COM | 3 | 13 | +10 | $3,000 | $14,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | INGR
INGREDION INC | United States | COM | 81 | 218 | +137 | $6,000 | $17,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | JBLU
JETBLUE AIRWAYS | United States | COM | 195 | 717 | +522 | $4,000 | $15,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | KMT
KENNAMETAL INC | United States | COM | 232 | 556 | +324 | $8,000 | $19,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | KEYS
KEYSIGHT TECHNO | United States | COM | 397 | 849 | +452 | $15,000 | $26,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | TFX
TELEFLEX INC | United States | COM | 49 | 127 | +78 | $6,000 | $17,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | LNT
ALLIANT ENERGY | United States | COM | 127 | 329 | +202 | $8,000 | $19,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | COR
AMERISOURCEBERG | United States | COM | 2,416 | 2,486 | +70 | $275,000 | $264,000 | -$11,000 | 2015-08-18 |
|---|
| Q2 2015 | EW
EDWARDS LIFESCI | United States | COM | 1,583 | 1,665 | +82 | $226,000 | $237,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | TRMB
TRIMBLE NAVIGAT | United States | COM | 72 | 550 | +478 | $2,000 | $13,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | EOG
EOG RES INC | United States | COM | 4,357 | 4,427 | +70 | $399,000 | $388,000 | -$11,000 | 2015-08-18 |
|---|
| Q2 2015 | FDS
FACTSET RESEARC | United States | COM | 44 | 111 | +67 | $7,000 | $18,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | WDC
WESTERN DIGITAL | United States | COM | 1,094 | 1,131 | +37 | $100,000 | $89,000 | -$11,000 | 2015-08-18 |
|---|
| Q2 2015 | WHR
WHIRLPOOL CORP | United States | COM | 558 | 716 | +158 | $113,000 | $124,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | CIEN
CIENA CORPORATI | United States | COM | 31 | 493 | +462 | $1,000 | $12,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | R
RYDER SYSTEM IN | United States | COM | 1,463 | 1,466 | +3 | $139,000 | $128,000 | -$11,000 | 2015-08-18 |
|---|
| Q2 2015 | SLM
SLM CORPORATION | United States | COM | 2,995 | 3,907 | +912 | $28,000 | $39,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | POOL
POOL CORPORATIO | United States | COM | 18 | 166 | +148 | $1,000 | $12,000 | +$11,000 | 2015-08-18 |
|---|
| Q2 2015 | IFF
INTL FLAVORS & | United States | COM | 1,979 | 2,034 | +55 | $232,000 | $222,000 | -$10,000 | 2015-08-18 |
|---|
| Q2 2015 | AOS
A O SMITH CORPO | United States | COM | 88 | 217 | +129 | $6,000 | $16,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | SYNA
SYNAPTICS INC | United States | COM | 271 | 365 | +94 | $22,000 | $32,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | AMCX
AMC NETWORKS IN | United States | COM | 54 | 170 | +116 | $4,000 | $14,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | THS
TREEHOUSE FOODS | United States | COM | 85 | 213 | +128 | $7,000 | $17,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | AZO
AUTOZONE INC | United States | COM | 429 | 454 | +25 | $293,000 | $303,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | BDC
BELDEN INC | United States | COM | 10 | 131 | +121 | $1,000 | $11,000 | +$10,000 | 2015-08-18 |
|---|
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