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 2015: Stock AFL; Country of operation United States; Class COM; Shares before 2,685.
- Q3 2015: Stock PLD; Country of operation United States; Class COM; Shares before 2,534.
- Q3 2015: Stock PCG; Country of operation United States; Class COM; Shares before 3,442.
- Q3 2015: Stock BXP; Country of operation United States; Class COM; Shares before 1,222.
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 2015 | AFL
AFLAC INC | United States | COM | 2,685 | 4,358 | +1,673 | $167,000 | $253,000 | +$86,000 | 2015-11-18 |
|---|
| Q3 2015 | PLD
PROLOGIS INC | United States | COM | 2,534 | 4,639 | +2,105 | $94,000 | $180,000 | +$86,000 | 2015-11-18 |
|---|
| Q3 2015 | PCG
PG&E CORP | United States | COM | 3,442 | 4,785 | +1,343 | $169,000 | $253,000 | +$84,000 | 2015-11-18 |
|---|
| Q3 2015 | BXP
BOSTON PROPERTIES INC | United States | COM | 1,222 | 1,924 | +702 | $148,000 | $228,000 | +$80,000 | 2015-11-18 |
|---|
| Q3 2015 | MLM
MARTIN MARIETTA MATLS INC | United States | COM | 486 | 977 | +491 | $69,000 | $148,000 | +$79,000 | 2015-11-18 |
|---|
| Q3 2015 | BBY
BEST BUY INC | United States | COM | 2,501 | 4,350 | +1,849 | $82,000 | $161,000 | +$79,000 | 2015-11-18 |
|---|
| Q3 2015 | TRV
TRAVELERS COMPANIES INC | United States | COM | 4,046 | 4,715 | +669 | $391,000 | $469,000 | +$78,000 | 2015-11-18 |
|---|
| Q3 2015 | HRL
HORMEL FOODS CORP | United States | COM | 2,395 | 3,350 | +955 | $135,000 | $212,000 | +$77,000 | 2015-11-18 |
|---|
| Q3 2015 | CMS
CMS ENERGY CORP | United States | COM | 2,105 | 4,037 | +1,932 | $67,000 | $143,000 | +$76,000 | 2015-11-18 |
|---|
| Q3 2015 | DHI
D R HORTON INC | United States | COM | 3,330 | 5,688 | +2,358 | $91,000 | $167,000 | +$76,000 | 2015-11-18 |
|---|
| Q3 2015 | ES
EVERSOURCE ENERGY | United States | COM | 2,127 | 3,409 | +1,282 | $97,000 | $173,000 | +$76,000 | 2015-11-18 |
|---|
| Q3 2015 | O
REALTY INCOME CORP | United States | COM | 1,145 | 2,649 | +1,504 | $51,000 | $126,000 | +$75,000 | 2015-11-18 |
|---|
| Q3 2015 | HIG
HARTFORD FINL SVCS GROUP INC | United States | COM | 6,022 | 7,110 | +1,088 | $250,000 | $325,000 | +$75,000 | 2015-11-18 |
|---|
| Q3 2015 | KLAC
KLA-TENCOR CORP | United States | COM | 297 | 1,750 | +1,453 | $17,000 | $88,000 | +$71,000 | 2015-11-18 |
|---|
| Q3 2015 | MAS
MASCO CORP | United States | COM | 2,959 | 5,830 | +2,871 | $79,000 | $147,000 | +$68,000 | 2015-11-18 |
|---|
| Q3 2015 | MU
MICRON TECHNOLOGY INC | United States | COM | 1,673 | 6,593 | +4,920 | $32,000 | $99,000 | +$67,000 | 2015-11-18 |
|---|
| Q3 2015 | HUM
HUMANA INC | United States | COM | 2,155 | 2,667 | +512 | $412,000 | $477,000 | +$65,000 | 2015-11-18 |
|---|
| Q3 2015 | PFE
PFIZER INC | United States | COM | 51,401 | 56,909 | +5,508 | $1,723,000 | $1,788,000 | +$65,000 | 2015-11-18 |
|---|
| Q3 2015 | VRSN
VERISIGN INC | United States | COM | 1,860 | 2,555 | +695 | $115,000 | $180,000 | +$65,000 | 2015-11-18 |
|---|
| Q3 2015 | SCHW
SCHWAB CHARLES CORP NEW | United States | COM | 7,389 | 10,679 | +3,290 | $241,000 | $305,000 | +$64,000 | 2015-11-18 |
|---|
| Q3 2015 | GPC
GENUINE PARTS CO | United States | COM | 1,253 | 2,122 | +869 | $112,000 | $176,000 | +$64,000 | 2015-11-18 |
|---|
| Q3 2015 | MCK
MCKESSON CORP | United States | COM | 2,397 | 2,566 | +169 | $539,000 | $475,000 | -$64,000 | 2015-11-18 |
|---|
| Q3 2015 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 2,074 | 2,723 | +649 | $269,000 | $333,000 | +$64,000 | 2015-11-18 |
|---|
| Q3 2015 | PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 4,967 | 6,122 | +1,155 | $195,000 | $258,000 | +$63,000 | 2015-11-18 |
|---|
| Q3 2015 | CINF
CINCINNATI FINL CORP | United States | COM | 1,899 | 2,925 | +1,026 | $95,000 | $157,000 | +$62,000 | 2015-11-18 |
|---|
| Q3 2015 | PPG
PPG INDS INC | United States | COM | 845 | 1,808 | +963 | $97,000 | $159,000 | +$62,000 | 2015-11-18 |
|---|
| Q3 2015 | ALK
ALASKA AIR GROUP INC | United States | COM | 257 | 969 | +712 | $17,000 | $77,000 | +$60,000 | 2015-11-18 |
|---|
| Q3 2015 | PSX
PHILLIPS 66 | United States | COM | 4,889 | 5,911 | +1,022 | $394,000 | $454,000 | +$60,000 | 2015-11-18 |
|---|
| Q3 2015 | RSG
REPUBLIC SVCS INC | United States | COM | 5,290 | 6,466 | +1,176 | $207,000 | $266,000 | +$59,000 | 2015-11-18 |
|---|
| Q3 2015 | EFX
EQUIFAX INC | United States | COM | 1,399 | 2,000 | +601 | $136,000 | $194,000 | +$58,000 | 2015-11-18 |
|---|
| Q3 2015 | PNW
PINNACLE WEST CAP CORP | United States | COM | 913 | 1,708 | +795 | $52,000 | $110,000 | +$58,000 | 2015-11-18 |
|---|
| Q3 2015 | WY
WEYERHAEUSER CO | United States | COM | 2,631 | 5,097 | +2,466 | $83,000 | $139,000 | +$56,000 | 2015-11-18 |
|---|
| Q3 2015 | JBLU
JETBLUE AIRWAYS CORP | United States | COM | 717 | 2,684 | +1,967 | $15,000 | $69,000 | +$54,000 | 2015-11-18 |
|---|
| Q3 2015 | TROW
PRICE T ROWE GROUP INC | United States | COM | 998 | 1,902 | +904 | $78,000 | $132,000 | +$54,000 | 2015-11-18 |
|---|
| Q3 2015 | EA
ELECTRONIC ARTS INC | United States | COM | 4,442 | 5,142 | +700 | $295,000 | $348,000 | +$53,000 | 2015-11-18 |
|---|
| Q3 2015 | VLO
VALERO ENERGY CORP NEW | United States | COM | 6,201 | 7,343 | +1,142 | $388,000 | $441,000 | +$53,000 | 2015-11-18 |
|---|
| Q3 2015 | CPB
CAMPBELL SOUP CO | United States | COM | 2,067 | 2,957 | +890 | $98,000 | $150,000 | +$52,000 | 2015-11-18 |
|---|
| Q3 2015 | BEN
FRANKLIN RES INC | United States | COM | 1,063 | 2,793 | +1,730 | $52,000 | $104,000 | +$52,000 | 2015-11-18 |
|---|
| Q3 2015 | PPL
PPL CORP | United States | COM | 5,205 | 6,233 | +1,028 | $153,000 | $205,000 | +$52,000 | 2015-11-18 |
|---|
| Q3 2015 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 10,714 | 14,689 | +3,975 | $190,000 | $241,000 | +$51,000 | 2015-11-18 |
|---|
| Q3 2015 | CTAS
CINTAS CORP | United States | COM | 3,068 | 3,618 | +550 | $260,000 | $310,000 | +$50,000 | 2015-11-18 |
|---|
| Q3 2015 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 1,665 | 2,007 | +342 | $237,000 | $285,000 | +$48,000 | 2015-11-18 |
|---|
| Q3 2015 | AVT
AVNET INC | United States | COM | 80 | 1,192 | +1,112 | $3,000 | $51,000 | +$48,000 | 2015-11-18 |
|---|
| Q3 2015 | NDAQ
NASDAQ INC | United States | COM | 3,250 | 3,861 | +611 | $159,000 | $206,000 | +$47,000 | 2015-11-18 |
|---|
| Q3 2015 | FITB
FIFTH THIRD BANCORP | United States | COM | 6,502 | 9,620 | +3,118 | $135,000 | $182,000 | +$47,000 | 2015-11-18 |
|---|
| Q3 2015 | AIZ
ASSURANT INC | United States | COM | 412 | 932 | +520 | $28,000 | $74,000 | +$46,000 | 2015-11-18 |
|---|
| Q3 2015 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,525 | 3,689 | +2,164 | $30,000 | $76,000 | +$46,000 | 2015-11-18 |
|---|
| Q3 2015 | PRU
PRUDENTIAL FINL INC | United States | COM | 4,445 | 4,509 | +64 | $389,000 | $344,000 | -$45,000 | 2015-11-18 |
|---|
| Q3 2015 | ETR
ENTERGY CORP NEW | United States | COM | 1,042 | 1,803 | +761 | $73,000 | $117,000 | +$44,000 | 2015-11-18 |
|---|
| Q3 2015 | HAL
HALLIBURTON CO | United States | COM | 9,646 | 10,488 | +842 | $415,000 | $371,000 | -$44,000 | 2015-11-18 |
|---|
| Q3 2015 | XYL
XYLEM INC | United States | COM | 1,576 | 3,097 | +1,521 | $58,000 | $102,000 | +$44,000 | 2015-11-18 |
|---|
| Q3 2015 | EXR
EXTRA SPACE STORAGE INC | United States | COM | 463 | 924 | +461 | $30,000 | $71,000 | +$41,000 | 2015-11-18 |
|---|
| Q3 2015 | GT
GOODYEAR TIRE & RUBR CO | United States | COM | 3,565 | 5,028 | +1,463 | $107,000 | $147,000 | +$40,000 | 2015-11-18 |
|---|
| Q3 2015 | JPM
JPMORGAN CHASE & CO | United States | COM | 37,483 | 41,020 | +3,537 | $2,540,000 | $2,501,000 | -$39,000 | 2015-11-18 |
|---|
| Q3 2015 | KMI
KINDER MORGAN INC DEL | United States | COM | 9,280 | 14,284 | +5,004 | $356,000 | $395,000 | +$39,000 | 2015-11-18 |
|---|
| Q3 2015 | ZION
ZIONS BANCORPORATION | United States | COM | 2,386 | 4,165 | +1,779 | $76,000 | $115,000 | +$39,000 | 2015-11-18 |
|---|
| Q3 2015 | FL
FOOT LOCKER INC | United States | COM | 479 | 952 | +473 | $32,000 | $69,000 | +$37,000 | 2015-11-18 |
|---|
| Q3 2015 | COR
AMERISOURCEBERGEN CORP | United States | COM | 2,486 | 3,155 | +669 | $264,000 | $300,000 | +$36,000 | 2015-11-18 |
|---|
| Q3 2015 | CHD
CHURCH & DWIGHT INC | United States | COM | 458 | 856 | +398 | $37,000 | $72,000 | +$35,000 | 2015-11-18 |
|---|
| Q3 2015 | PBI
PITNEY BOWES INC | United States | COM | 390 | 2,161 | +1,771 | $8,000 | $43,000 | +$35,000 | 2015-11-18 |
|---|
| Q3 2015 | TYL
TYLER TECHNOLOGIES INC | United States | COM | 123 | 336 | +213 | $16,000 | $50,000 | +$34,000 | 2015-11-18 |
|---|
| Q3 2015 | UGI
UGI CORP NEW | United States | COM | 741 | 1,724 | +983 | $26,000 | $60,000 | +$34,000 | 2015-11-18 |
|---|
| Q3 2015 | AMAT
APPLIED MATLS INC | United States | COM | 7,582 | 7,715 | +133 | $146,000 | $113,000 | -$33,000 | 2015-11-18 |
|---|
| Q3 2015 | RF
REGIONS FINL CORP NEW | United States | COM | 11,227 | 16,491 | +5,264 | $116,000 | $149,000 | +$33,000 | 2015-11-18 |
|---|
| Q3 2015 | FLO
FLOWERS FOODS INC | United States | COM | 453 | 1,730 | +1,277 | $10,000 | $43,000 | +$33,000 | 2015-11-18 |
|---|
| Q3 2015 | EMR
EMERSON ELEC CO | United States | COM | 5,172 | 5,741 | +569 | $287,000 | $254,000 | -$33,000 | 2015-11-18 |
|---|
| Q3 2015 | OMC
OMNICOM GROUP INC | United States | COM | 1,045 | 1,616 | +571 | $73,000 | $106,000 | +$33,000 | 2015-11-18 |
|---|
| Q3 2015 | SWKS
SKYWORKS SOLUTIONS INC | United States | COM | 986 | 1,599 | +613 | $103,000 | $135,000 | +$32,000 | 2015-11-18 |
|---|
| Q3 2015 | HOLX
HOLOGIC INC | United States | COM | 831 | 1,637 | +806 | $32,000 | $64,000 | +$32,000 | 2015-11-18 |
|---|
| Q3 2015 | IRM
IRON MTN INC NEW | United States | COM | 2,499 | 3,513 | +1,014 | $77,000 | $109,000 | +$32,000 | 2015-11-18 |
|---|
| Q3 2015 | WDC
WESTERN DIGITAL CORP | United States | COM | 1,131 | 1,526 | +395 | $89,000 | $121,000 | +$32,000 | 2015-11-18 |
|---|
| Q3 2015 | GPN
GLOBAL PMTS INC | United States | COM | 269 | 514 | +245 | $28,000 | $59,000 | +$31,000 | 2015-11-18 |
|---|
| Q3 2015 | AFG
AMERICAN FINL GROUP INC OHIO | United States | COM | 240 | 669 | +429 | $16,000 | $46,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 3,241 | 3,704 | +463 | $226,000 | $256,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | ATO
ATMOS ENERGY CORP | United States | COM | 253 | 738 | +485 | $13,000 | $43,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 92 | 638 | +546 | $5,000 | $35,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | MAC
MACERICH CO | United States | COM | 1,776 | 2,103 | +327 | $132,000 | $162,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | ROST
ROSS STORES INC | United States | COM | 2,990 | 3,595 | +605 | $145,000 | $174,000 | +$29,000 | 2015-11-18 |
|---|
| Q3 2015 | SBNY
SIGNATURE BK NEW YORK N Y | United States | COM | 102 | 321 | +219 | $15,000 | $44,000 | +$29,000 | 2015-11-18 |
|---|
| Q3 2015 | JBHT
HUNT J B TRANS SVCS INC | United States | COM | 403 | 861 | +458 | $33,000 | $61,000 | +$28,000 | 2015-11-18 |
|---|
| Q3 2015 | INGR
INGREDION INC | United States | COM | 218 | 514 | +296 | $17,000 | $45,000 | +$28,000 | 2015-11-18 |
|---|
| Q3 2015 | VTR
VENTAS INC | United States | COM | 1,876 | 2,569 | +693 | $116,000 | $144,000 | +$28,000 | 2015-11-18 |
|---|
| Q3 2015 | ELV
ANTHEM INC | United States | COM | 2,811 | 3,100 | +289 | $461,000 | $434,000 | -$27,000 | 2015-11-18 |
|---|
| Q3 2015 | KMX
CARMAX INC | United States | COM | 2,009 | 2,690 | +681 | $133,000 | $160,000 | +$27,000 | 2015-11-18 |
|---|
| Q3 2015 | CASY
CASEYS GEN STORES INC | United States | COM | 208 | 456 | +248 | $20,000 | $47,000 | +$27,000 | 2015-11-18 |
|---|
| Q3 2015 | WRB
BERKLEY W R CORP | United States | COM | 262 | 753 | +491 | $14,000 | $41,000 | +$27,000 | 2015-11-18 |
|---|
| Q3 2015 | POST
POST HLDGS INC | United States | COM | 257 | 699 | +442 | $14,000 | $41,000 | +$27,000 | 2015-11-18 |
|---|
| Q3 2015 | DY
DYCOM INDS INC | United States | COM | 62 | 417 | +355 | $4,000 | $30,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | CNP
CENTERPOINT ENERGY INC | United States | COM | 2,303 | 3,881 | +1,578 | $44,000 | $70,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | FLS
FLOWSERVE CORP | United States | COM | 455 | 1,213 | +758 | $24,000 | $50,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | MD
MEDNAX INC | United States | COM | 140 | 470 | +330 | $10,000 | $36,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | ESS
ESSEX PPTY TR INC | United States | COM | 627 | 711 | +84 | $133,000 | $159,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | FAST
FASTENAL CO | United States | COM | 1,295 | 2,207 | +912 | $55,000 | $81,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | CBOE
CBOE HLDGS INC | United States | COM | 341 | 677 | +336 | $20,000 | $45,000 | +$25,000 | 2015-11-18 |
|---|
| Q3 2015 | JBL
JABIL CIRCUIT INC | United States | COM | 372 | 1,473 | +1,101 | $8,000 | $33,000 | +$25,000 | 2015-11-18 |
|---|
| Q3 2015 | SHW
SHERWIN WILLIAMS CO | United States | COM | 909 | 1,008 | +99 | $250,000 | $225,000 | -$25,000 | 2015-11-18 |
|---|
| Q3 2015 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 243 | 523 | +280 | $18,000 | $43,000 | +$25,000 | 2015-11-18 |
|---|
| Q3 2015 | JKHY
HENRY JACK & ASSOC INC | United States | COM | 92 | 443 | +351 | $6,000 | $31,000 | +$25,000 | 2015-11-18 |
|---|
| Q3 2015 | FTNT
FORTINET INC | United States | COM | 336 | 901 | +565 | $14,000 | $38,000 | +$24,000 | 2015-11-18 |
|---|
| Q3 2015 | MCHP
MICROCHIP TECHNOLOGY INC | United States | COM | 1,876 | 2,628 | +752 | $89,000 | $113,000 | +$24,000 | 2015-11-18 |
|---|
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