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.
- Q4 2015: Stock MSFT; Country of operation United States; Class COM; Shares before 104,065.
- Q4 2015: Stock XOMXXXX; Country of operation —; Class COM; Shares before 46,542.
- Q4 2015: Stock AMZN; Country of operation United States; Class COM; Shares before 8,552.
- Q4 2015: Stock CVX; Country of operation United States; Class COM; Shares before 22,938.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2015 | MSFT MICROSOFT CORP | United States | COM | 104,065 | 142,010 | +37,945 | $4,606,000 | $7,879,000 | +$3,273,000 | 2016-02-17 |
| Q4 2015 | XOMXXXX EXXON MOBIL CORP | COM | 46,542 | 70,186 | +23,644 | $3,460,000 | $5,471,000 | +$2,011,000 | 2016-02-17 | |
| Q4 2015 | AMZN AMAZON COM INC | United States | COM | 8,552 | 9,282 | +730 | $4,378,000 | $6,274,000 | +$1,896,000 | 2016-02-17 |
| Q4 2015 | CVX CHEVRON CORP NEW | United States | COM | 22,938 | 39,768 | +16,830 | $1,809,000 | $3,578,000 | +$1,769,000 | 2016-02-17 |
| Q4 2015 | AMGN AMGEN INC | United States | COM | 6,871 | 13,889 | +7,018 | $950,000 | $2,255,000 | +$1,305,000 | 2016-02-17 |
| Q4 2015 | JNJ JOHNSON & JOHNSON | United States | COM | 23,026 | 33,392 | +10,366 | $2,149,000 | $3,430,000 | +$1,281,000 | 2016-02-17 |
| Q4 2015 | JPM JPMORGAN CHASE & CO | United States | COM | 41,020 | 55,854 | +14,834 | $2,501,000 | $3,688,000 | +$1,187,000 | 2016-02-17 |
| Q4 2015 | BMY BRISTOL MYERS SQUIBB CO | United States | COM | 27,401 | 40,046 | +12,645 | $1,622,000 | $2,755,000 | +$1,133,000 | 2016-02-17 |
| Q4 2015 | C CITIGROUP INC | United States | COM NEW | 39,427 | 57,952 | +18,525 | $1,956,000 | $2,999,000 | +$1,043,000 | 2016-02-17 |
| Q4 2015 | MDT MEDTRONIC PLC | Ireland | SHS | 14,452 | 23,908 | +9,456 | $967,000 | $1,839,000 | +$872,000 | 2016-02-17 |
| Q4 2015 | INTC INTEL CORP | United States | COM | 111,186 | 122,064 | +10,878 | $3,351,000 | $4,205,000 | +$854,000 | 2016-02-17 |
| Q4 2015 | PG PROCTER & GAMBLE CO | United States | COM | 30,135 | 37,058 | +6,923 | $2,168,000 | $2,943,000 | +$775,000 | 2016-02-17 |
| Q4 2015 | HD HOME DEPOT INC | United States | COM | 29,347 | 31,047 | +1,700 | $3,389,000 | $4,106,000 | +$717,000 | 2016-02-17 |
| Q4 2015 | MCD MCDONALDS CORP | United States | COM | 19,652 | 22,326 | +2,674 | $1,936,000 | $2,638,000 | +$702,000 | 2016-02-17 |
| Q4 2015 | T AT&T INC | United States | COM | 76,257 | 91,958 | +15,701 | $2,484,000 | $3,164,000 | +$680,000 | 2016-02-17 |
| Q4 2015 | KO COCA COLA CO | United States | COM | 44,363 | 57,141 | +12,778 | $1,780,000 | $2,455,000 | +$675,000 | 2016-02-17 |
| Q4 2015 | BAC BANK AMER CORP | United States | COM | 131,289 | 160,693 | +29,404 | $2,045,000 | $2,704,000 | +$659,000 | 2016-02-17 |
| Q4 2015 | BA BOEING CO | United States | COM | 7,632 | 11,357 | +3,725 | $999,000 | $1,642,000 | +$643,000 | 2016-02-17 |
| Q4 2015 | MRK MERCK & CO INC NEW | United States | COM | 18,894 | 28,497 | +9,603 | $933,000 | $1,505,000 | +$572,000 | 2016-02-17 |
| Q4 2015 | ILMN ILLUMINA INC | United States | COM | 1 | 2,691 | +2,690 | $0 | $517,000 | +$517,000 | 2016-02-17 |
| Q4 2015 | AIG AMERICAN INTL GROUP INC | United States | COM NEW | 19,935 | 26,129 | +6,194 | $1,133,000 | $1,619,000 | +$486,000 | 2016-02-17 |
| Q4 2015 | WFC WELLS FARGO & CO NEW | United States | COM | 58,434 | 64,107 | +5,673 | $3,001,000 | $3,485,000 | +$484,000 | 2016-02-17 |
| Q4 2015 | PM PHILIP MORRIS INTL INC | United States | COM | 15,065 | 19,093 | +4,028 | $1,195,000 | $1,678,000 | +$483,000 | 2016-02-17 |
| Q4 2015 | CAT CATERPILLAR INC DEL | United States | COM | 4,071 | 9,612 | +5,541 | $266,000 | $653,000 | +$387,000 | 2016-02-17 |
| Q4 2015 | TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 2,723 | 5,067 | +2,344 | $333,000 | $719,000 | +$386,000 | 2016-02-17 |
| Q4 2015 | CSCO CISCO SYS INC | United States | COM | 73,421 | 84,644 | +11,223 | $1,927,000 | $2,299,000 | +$372,000 | 2016-02-17 |
| Q4 2015 | DIS DISNEY WALT CO | United States | COM DISNEY | 29,676 | 32,321 | +2,645 | $3,033,000 | $3,396,000 | +$363,000 | 2016-02-17 |
| Q4 2015 | ABBV ABBVIE INC | United States | COM | 14,184 | 19,057 | +4,873 | $772,000 | $1,129,000 | +$357,000 | 2016-02-17 |
| Q4 2015 | NSC NORFOLK SOUTHERN CORP | United States | COM | 4,109 | 7,735 | +3,626 | $314,000 | $654,000 | +$340,000 | 2016-02-17 |
| Q4 2015 | LOW LOWES COS INC | United States | COM | 15,099 | 18,147 | +3,048 | $1,041,000 | $1,380,000 | +$339,000 | 2016-02-17 |
| Q4 2015 | ABT ABBOTT LABS | United States | COM | 16,250 | 21,753 | +5,503 | $654,000 | $977,000 | +$323,000 | 2016-02-17 |
| Q4 2015 | V VISA INC | United States | COM CL A | 33,248 | 33,926 | +678 | $2,316,000 | $2,631,000 | +$315,000 | 2016-02-17 |
| Q4 2015 | BAX BAXTER INTL INC | United States | COM | 1,741 | 9,622 | +7,881 | $57,000 | $367,000 | +$310,000 | 2016-02-17 |
| Q4 2015 | PYPL PAYPAL HLDGS INC | United States | COM | 12,186 | 18,486 | +6,300 | $378,000 | $669,000 | +$291,000 | 2016-02-17 |
| Q4 2015 | COST COSTCO WHSL CORP NEW | United States | COM | 9,372 | 10,161 | +789 | $1,355,000 | $1,641,000 | +$286,000 | 2016-02-17 |
| Q4 2015 | BNY BANK NEW YORK MELLON CORP | United States | COM | 19,354 | 25,282 | +5,928 | $758,000 | $1,042,000 | +$284,000 | 2016-02-17 |
| Q4 2015 | SBUX STARBUCKS CORP | United States | COM | 33,233 | 35,931 | +2,698 | $1,889,000 | $2,157,000 | +$268,000 | 2016-02-17 |
| Q4 2015 | EMR EMERSON ELEC CO | United States | COM | 5,741 | 10,895 | +5,154 | $254,000 | $521,000 | +$267,000 | 2016-02-17 |
| Q4 2015 | MO ALTRIA GROUP INC | United States | COM | 43,924 | 45,615 | +1,691 | $2,389,000 | $2,655,000 | +$266,000 | 2016-02-17 |
| Q4 2015 | MMM 3M CO | United States | COM | 8,185 | 9,379 | +1,194 | $1,160,000 | $1,413,000 | +$253,000 | 2016-02-17 |
| Q4 2015 | CL COLGATE PALMOLIVE CO | United States | COM | 10,316 | 13,602 | +3,286 | $655,000 | $906,000 | +$251,000 | 2016-02-17 |
| Q4 2015 | PEP PEPSICO INC | United States | COM | 17,759 | 19,257 | +1,498 | $1,675,000 | $1,924,000 | +$249,000 | 2016-02-17 |
| Q4 2015 | TXN TEXAS INSTRS INC | United States | COM | 19,136 | 21,710 | +2,574 | $948,000 | $1,190,000 | +$242,000 | 2016-02-17 |
| Q4 2015 | MET METLIFE INC | United States | COM | 16,293 | 20,928 | +4,635 | $768,000 | $1,009,000 | +$241,000 | 2016-02-17 |
| Q4 2015 | GM GENERAL MTRS CO | United States | COM | 20,681 | 25,251 | +4,570 | $621,000 | $859,000 | +$238,000 | 2016-02-17 |
| Q4 2015 | ACN ACCENTURE PLC IRELAND | SHS CLASS A | 13,539 | 14,855 | +1,316 | $1,330,000 | $1,552,000 | +$222,000 | 2016-02-17 | |
| Q4 2015 | GS GOLDMAN SACHS GROUP INC | United States | COM | 4,812 | 5,844 | +1,032 | $836,000 | $1,053,000 | +$217,000 | 2016-02-17 |
| Q4 2015 | OXY OCCIDENTAL PETE CORP DEL | United States | COM | 10,025 | 12,990 | +2,965 | $663,000 | $878,000 | +$215,000 | 2016-02-17 |
| Q4 2015 | PFE PFIZER INC | United States | COM | 56,909 | 61,940 | +5,031 | $1,788,000 | $1,999,000 | +$211,000 | 2016-02-17 |
| Q4 2015 | MA MASTERCARD INC | United States | CL A | 15,200 | 16,203 | +1,003 | $1,370,000 | $1,578,000 | +$208,000 | 2016-02-17 |
| Q4 2015 | HONZZZZ HONEYWELL INTL INC | COM | 8,770 | 9,941 | +1,171 | $830,000 | $1,030,000 | +$200,000 | 2016-02-17 | |
| Q4 2015 | AMAT APPLIED MATLS INC | United States | COM | 7,715 | 16,666 | +8,951 | $113,000 | $311,000 | +$198,000 | 2016-02-17 |
| Q4 2015 | ITW ILLINOIS TOOL WKS INC | United States | COM | 3,042 | 4,834 | +1,792 | $250,000 | $448,000 | +$198,000 | 2016-02-17 |
| Q4 2015 | PRU PRUDENTIAL FINL INC | United States | COM | 4,509 | 6,556 | +2,047 | $344,000 | $534,000 | +$190,000 | 2016-02-17 |
| Q4 2015 | ALL ALLSTATE CORP | United States | COM | 8,368 | 10,815 | +2,447 | $487,000 | $672,000 | +$185,000 | 2016-02-17 |
| Q4 2015 | SCHW SCHWAB CHARLES CORP NEW | United States | COM | 10,679 | 14,755 | +4,076 | $305,000 | $486,000 | +$181,000 | 2016-02-17 |
| Q4 2015 | MCK MCKESSON CORP | United States | COM | 2,566 | 3,278 | +712 | $475,000 | $647,000 | +$172,000 | 2016-02-17 |
| Q4 2015 | F FORD MTR CO DEL | United States | COM PAR $0.01 | 42,173 | 52,233 | +10,060 | $572,000 | $736,000 | +$164,000 | 2016-02-17 |
| Q4 2015 | KMI KINDER MORGAN INC DEL | United States | COM | 14,284 | 15,501 | +1,217 | $395,000 | $231,000 | -$164,000 | 2016-02-17 |
| Q4 2015 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 14,689 | 21,594 | +6,905 | $241,000 | $398,000 | +$157,000 | 2016-02-17 |
| Q4 2015 | NOC NORTHROP GRUMMAN CORP | United States | COM | 3,458 | 3,862 | +404 | $574,000 | $729,000 | +$155,000 | 2016-02-17 |
| Q4 2015 | CRM SALESFORCE COM INC | United States | COM | 9,519 | 10,398 | +879 | $661,000 | $815,000 | +$154,000 | 2016-02-17 |
| Q4 2015 | SO SOUTHERN CO | United States | COM | 17,103 | 19,374 | +2,271 | $765,000 | $907,000 | +$142,000 | 2016-02-17 |
| Q4 2015 | VLO VALERO ENERGY CORP NEW | United States | COM | 7,343 | 8,250 | +907 | $441,000 | $583,000 | +$142,000 | 2016-02-17 |
| Q4 2015 | DE DEERE & CO | United States | COM | 1,932 | 3,743 | +1,811 | $143,000 | $285,000 | +$142,000 | 2016-02-17 |
| Q4 2015 | EXC EXELON CORP | United States | COM | 8,812 | 14,444 | +5,632 | $262,000 | $401,000 | +$139,000 | 2016-02-17 |
| Q4 2015 | KMB KIMBERLY CLARK CORP | United States | COM | 3,958 | 4,463 | +505 | $432,000 | $568,000 | +$136,000 | 2016-02-17 |
| Q4 2015 | COF CAPITAL ONE FINL CORP | United States | COM | 5,575 | 7,434 | +1,859 | $404,000 | $537,000 | +$133,000 | 2016-02-17 |
| Q4 2015 | MDLZ MONDELEZ INTL INC | United States | CL A | 31,186 | 32,066 | +880 | $1,306,000 | $1,438,000 | +$132,000 | 2016-02-17 |
| Q4 2015 | ADBE ADOBE SYS INC | United States | COM | 7,824 | 8,243 | +419 | $643,000 | $774,000 | +$131,000 | 2016-02-17 |
| Q4 2015 | FAST FASTENAL CO | United States | COM | 2,207 | 5,135 | +2,928 | $81,000 | $210,000 | +$129,000 | 2016-02-17 |
| Q4 2015 | ROP ROPER TECHNOLOGIES INC | United States | COM | 1,767 | 2,132 | +365 | $277,000 | $405,000 | +$128,000 | 2016-02-17 |
| Q4 2015 | NVDA NVIDIA CORP | United States | COM | 13,605 | 13,965 | +360 | $335,000 | $460,000 | +$125,000 | 2016-02-17 |
| Q4 2015 | ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 261 | 448 | +187 | $120,000 | $245,000 | +$125,000 | 2016-02-17 |
| Q4 2015 | REGN REGENERON PHARMACEUTICALS | United States | COM | 932 | 1,026 | +94 | $434,000 | $557,000 | +$123,000 | 2016-02-17 |
| Q4 2015 | ZBH ZIMMER BIOMET HLDGS INC | United States | COM | 1,154 | 2,231 | +1,077 | $108,000 | $229,000 | +$121,000 | 2016-02-17 |
| Q4 2015 | VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 3,065 | 3,447 | +382 | $319,000 | $434,000 | +$115,000 | 2016-02-17 |
| Q4 2015 | LMT LOCKHEED MARTIN CORP | United States | COM | 7,402 | 7,593 | +191 | $1,535,000 | $1,649,000 | +$114,000 | 2016-02-17 |
| Q4 2015 | NKE NIKE INC | United States | CL B | 18,571 | 34,773 | +16,202 | $2,284,000 | $2,173,000 | -$111,000 | 2016-02-17 |
| Q4 2015 | EBAY EBAY INC | United States | COM | 8,323 | 11,344 | +3,021 | $203,000 | $312,000 | +$109,000 | 2016-02-17 |
| Q4 2015 | PSX PHILLIPS 66 | United States | COM | 5,911 | 6,876 | +965 | $454,000 | $562,000 | +$108,000 | 2016-02-17 |
| Q4 2015 | BDX BECTON DICKINSON & CO | United States | COM | 1,986 | 2,407 | +421 | $263,000 | $371,000 | +$108,000 | 2016-02-17 |
| Q4 2015 | KR KROGER CO | United States | COM | 15,003 | 15,448 | +445 | $541,000 | $646,000 | +$105,000 | 2016-02-17 |
| Q4 2015 | CVS CVS HEALTH CORP | United States | COM | 14,123 | 14,986 | +863 | $1,363,000 | $1,465,000 | +$102,000 | 2016-02-17 |
| Q4 2015 | ZTS ZOETIS INC | United States | CL A | 8,219 | 9,192 | +973 | $338,000 | $440,000 | +$102,000 | 2016-02-17 |
| Q4 2015 | DHR DANAHER CORP DEL | United States | COM | 6,911 | 7,432 | +521 | $589,000 | $690,000 | +$101,000 | 2016-02-17 |
| Q4 2015 | LYB LYONDELLBASELL INDUSTRIES N | SHS - A - | 5,507 | 6,440 | +933 | $459,000 | $560,000 | +$101,000 | 2016-02-17 | |
| Q4 2015 | PSA PUBLIC STORAGE | United States | COM | 2,261 | 2,334 | +73 | $478,000 | $578,000 | +$100,000 | 2016-02-17 |
| Q4 2015 | SPG SIMON PPTY GROUP INC NEW | United States | COM | 5,028 | 5,260 | +232 | $924,000 | $1,023,000 | +$99,000 | 2016-02-17 |
| Q4 2015 | EW EDWARDS LIFESCIENCES CORP | United States | COM | 2,007 | 4,814 | +2,807 | $285,000 | $380,000 | +$95,000 | 2016-02-17 |
| Q4 2015 | USB US BANCORP DEL | United States | COM NEW | 21,791 | 23,121 | +1,330 | $894,000 | $987,000 | +$93,000 | 2016-02-17 |
| Q4 2015 | MPC MARATHON PETE CORP | United States | COM | 6,481 | 7,569 | +1,088 | $300,000 | $392,000 | +$92,000 | 2016-02-17 |
| Q4 2015 | TSN TYSON FOODS INC | United States | CL A | 5,047 | 5,743 | +696 | $218,000 | $306,000 | +$88,000 | 2016-02-17 |
| Q4 2015 | LUV SOUTHWEST AIRLS CO | United States | COM | 13,215 | 13,696 | +481 | $503,000 | $590,000 | +$87,000 | 2016-02-17 |
| Q4 2015 | STZ CONSTELLATION BRANDS INC | United States | CL A | 3,607 | 3,787 | +180 | $452,000 | $539,000 | +$87,000 | 2016-02-17 |
| Q4 2015 | ADM ARCHER DANIELS MIDLAND CO | United States | COM | 4,473 | 7,384 | +2,911 | $185,000 | $271,000 | +$86,000 | 2016-02-17 |
| Q4 2015 | NEE NEXTERA ENERGY INC | United States | COM | 2,598 | 3,255 | +657 | $253,000 | $338,000 | +$85,000 | 2016-02-17 |
| Q4 2015 | NFLX NETFLIX INC | United States | COM | 6,750 | 6,829 | +79 | $697,000 | $781,000 | +$84,000 | 2016-02-17 |
| Q4 2015 | CAH CARDINAL HEALTH INC | United States | COM | 3,474 | 3,936 | +462 | $267,000 | $351,000 | +$84,000 | 2016-02-17 |
| Q4 2015 | PPG PPG INDS INC | United States | COM | 1,808 | 2,440 | +632 | $159,000 | $241,000 | +$82,000 | 2016-02-17 |
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| Not available yet | |||