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 DAL; Country of operation United States; Class COM NEW; Shares before 9,533.
- Q4 2015: Stock EL; Country of operation United States; Class CL A; Shares before 3,498.
- Q4 2015: Stock TXT; Country of operation United States; Class COM; Shares before 4,111.
- Q4 2015: Stock TRV; Country of operation United States; Class COM; Shares before 4,715.
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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| Q4 2015 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 9,533 | 10,050 | +517 | $428,000 | $509,000 | +$81,000 | 2016-02-17 |
|---|
| Q4 2015 | EL
LAUDER ESTEE COS INC | United States | CL A | 3,498 | 4,105 | +607 | $282,000 | $361,000 | +$79,000 | 2016-02-17 |
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| Q4 2015 | TXT
TEXTRON INC | United States | COM | 4,111 | 5,483 | +1,372 | $155,000 | $230,000 | +$75,000 | 2016-02-17 |
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| Q4 2015 | TRV
TRAVELERS COMPANIES INC | United States | COM | 4,715 | 4,786 | +71 | $469,000 | $540,000 | +$71,000 | 2016-02-17 |
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| Q4 2015 | SNA
SNAP ON INC | United States | COM | 1,340 | 1,586 | +246 | $202,000 | $272,000 | +$70,000 | 2016-02-17 |
|---|
| Q4 2015 | HUM
HUMANA INC | United States | COM | 2,667 | 3,055 | +388 | $477,000 | $545,000 | +$68,000 | 2016-02-17 |
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| Q4 2015 | AME
AMETEK INC NEW | United States | COM | 2,986 | 4,176 | +1,190 | $156,000 | $224,000 | +$68,000 | 2016-02-17 |
|---|
| Q4 2015 | ECL
ECOLAB INC | United States | COM | 3,661 | 4,098 | +437 | $402,000 | $469,000 | +$67,000 | 2016-02-17 |
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| Q4 2015 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 7,132 | 7,356 | +224 | $636,000 | $701,000 | +$65,000 | 2016-02-17 |
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| Q4 2015 | CCI
CROWN CASTLE INTL CORP NEW | United States | COM | 2,727 | 3,240 | +513 | $215,000 | $280,000 | +$65,000 | 2016-02-17 |
|---|
| Q4 2015 | VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 3,985 | 4,449 | +464 | $299,000 | $363,000 | +$64,000 | 2016-02-17 |
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| Q4 2015 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 3,320 | 3,668 | +348 | $292,000 | $356,000 | +$64,000 | 2016-02-17 |
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| Q4 2015 | PLD
PROLOGIS INC | United States | COM | 4,639 | 5,674 | +1,035 | $180,000 | $244,000 | +$64,000 | 2016-02-17 |
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| Q4 2015 | MS
MORGAN STANLEY | United States | COM NEW | 19,396 | 21,116 | +1,720 | $611,000 | $672,000 | +$61,000 | 2016-02-17 |
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| Q4 2015 | HRL
HORMEL FOODS CORP | United States | COM | 3,350 | 3,440 | +90 | $212,000 | $272,000 | +$60,000 | 2016-02-17 |
|---|
| Q4 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 21,932 | 22,095 | +163 | $2,860,000 | $2,917,000 | +$57,000 | 2016-02-17 |
|---|
| Q4 2015 | GLW
CORNING INC | United States | COM | 11,846 | 14,239 | +2,393 | $203,000 | $260,000 | +$57,000 | 2016-02-17 |
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| Q4 2015 | ETN
EATON CORP PLC | | SHS | 3,396 | 4,435 | +1,039 | $174,000 | $231,000 | +$57,000 | 2016-02-17 |
|---|
| Q4 2015 | RCL
ROYAL CARIBBEAN CRUISES LTD | United States | COM | 1,755 | 2,080 | +325 | $156,000 | $211,000 | +$55,000 | 2016-02-17 |
|---|
| Q4 2015 | WM
WASTE MGMT INC DEL | United States | COM | 6,047 | 6,675 | +628 | $301,000 | $356,000 | +$55,000 | 2016-02-17 |
|---|
| Q4 2015 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 4,308 | 4,722 | +414 | $346,000 | $400,000 | +$54,000 | 2016-02-17 |
|---|
| Q4 2015 | INTU
INTUIT | United States | COM | 3,534 | 3,812 | +278 | $314,000 | $368,000 | +$54,000 | 2016-02-17 |
|---|
| Q4 2015 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 3,125 | 3,891 | +766 | $225,000 | $278,000 | +$53,000 | 2016-02-17 |
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| Q4 2015 | EFX
EQUIFAX INC | United States | COM | 2,000 | 2,219 | +219 | $194,000 | $247,000 | +$53,000 | 2016-02-17 |
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| Q4 2015 | DG
DOLLAR GEN CORP NEW | United States | COM | 2,962 | 3,695 | +733 | $215,000 | $266,000 | +$51,000 | 2016-02-17 |
|---|
| Q4 2015 | HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 15,639 | 19,442 | +3,803 | $166,000 | $215,000 | +$49,000 | 2016-02-17 |
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| Q4 2015 | IPG
INTERPUBLIC GROUP COS INC | United States | COM | 8,382 | 8,936 | +554 | $160,000 | $208,000 | +$48,000 | 2016-02-17 |
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| Q4 2015 | MRSH
MARSH & MCLENNAN COS INC | United States | COM | 4,940 | 5,510 | +570 | $258,000 | $306,000 | +$48,000 | 2016-02-17 |
|---|
| Q4 2015 | VNO
VORNADO RLTY TR | United States | SH BEN INT | 2,095 | 2,375 | +280 | $189,000 | $237,000 | +$48,000 | 2016-02-17 |
|---|
| Q4 2015 | VRSN
VERISIGN INC | United States | COM | 2,555 | 2,608 | +53 | $180,000 | $228,000 | +$48,000 | 2016-02-17 |
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| Q4 2015 | BXP
BOSTON PROPERTIES INC | United States | COM | 1,924 | 2,147 | +223 | $228,000 | $274,000 | +$46,000 | 2016-02-17 |
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| Q4 2015 | AVB
AVALONBAY CMNTYS INC | United States | COM | 1,843 | 1,989 | +146 | $322,000 | $366,000 | +$44,000 | 2016-02-17 |
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| Q4 2015 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 2,447 | 2,611 | +164 | $237,000 | $279,000 | +$42,000 | 2016-02-17 |
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| Q4 2015 | FITB
FIFTH THIRD BANCORP | United States | COM | 9,620 | 11,092 | +1,472 | $182,000 | $223,000 | +$41,000 | 2016-02-17 |
|---|
| Q4 2015 | PAYX
PAYCHEX INC | United States | COM | 5,495 | 5,727 | +232 | $262,000 | $303,000 | +$41,000 | 2016-02-17 |
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| Q4 2015 | EXPE
EXPEDIA INC DEL | United States | COM NEW | 2,012 | 2,235 | +223 | $237,000 | $278,000 | +$41,000 | 2016-02-17 |
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| Q4 2015 | CLX
CLOROX CO DEL | United States | COM | 2,801 | 2,853 | +52 | $324,000 | $362,000 | +$38,000 | 2016-02-17 |
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| Q4 2015 | BFH
ALLIANCE DATA SYSTEMS CORP | United States | COM | 1,032 | 1,103 | +71 | $267,000 | $305,000 | +$38,000 | 2016-02-17 |
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| Q4 2015 | AFL
AFLAC INC | United States | COM | 4,358 | 4,823 | +465 | $253,000 | $289,000 | +$36,000 | 2016-02-17 |
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| Q4 2015 | ORLY
O REILLY AUTOMOTIVE INC NEW | United States | COM | 2,321 | 2,426 | +105 | $580,000 | $615,000 | +$35,000 | 2016-02-17 |
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| Q4 2015 | IFF
INTERNATIONAL FLAVORS&FRAGRA | United States | COM | 2,069 | 2,085 | +16 | $214,000 | $249,000 | +$35,000 | 2016-02-17 |
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| Q4 2015 | NTRS
NORTHERN TR CORP | United States | COM | 3,507 | 3,769 | +262 | $239,000 | $272,000 | +$33,000 | 2016-02-17 |
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| Q4 2015 | SYY
SYSCO CORP | United States | COM | 6,780 | 7,213 | +433 | $264,000 | $296,000 | +$32,000 | 2016-02-17 |
|---|
| Q4 2015 | PCG
PG&E CORP | United States | COM | 4,785 | 5,271 | +486 | $253,000 | $280,000 | +$27,000 | 2016-02-17 |
|---|
| Q4 2015 | FISV
FISERV INC | United States | COM | 4,485 | 4,522 | +37 | $388,000 | $414,000 | +$26,000 | 2016-02-17 |
|---|
| Q4 2015 | ADI
ANALOG DEVICES INC | United States | COM | 5,112 | 5,590 | +478 | $288,000 | $309,000 | +$21,000 | 2016-02-17 |
|---|
| Q4 2015 | PPL
PPL CORP | United States | COM | 6,233 | 6,617 | +384 | $205,000 | $226,000 | +$21,000 | 2016-02-17 |
|---|
| Q4 2015 | RSG
REPUBLIC SVCS INC | United States | COM | 6,466 | 6,499 | +33 | $266,000 | $286,000 | +$20,000 | 2016-02-17 |
|---|
| Q4 2015 | RF
REGIONS FINL CORP NEW | United States | COM | 16,491 | 17,391 | +900 | $149,000 | $167,000 | +$18,000 | 2016-02-17 |
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| Q4 2015 | PGR
PROGRESSIVE CORP OHIO | United States | COM | 11,796 | 11,860 | +64 | $361,000 | $377,000 | +$16,000 | 2016-02-17 |
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| Q4 2015 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 9,811 | 11,990 | +2,179 | $95,000 | $81,000 | -$14,000 | 2016-02-17 |
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| Q4 2015 | XEL
XCEL ENERGY INC | United States | COM | 7,436 | 7,562 | +126 | $263,000 | $272,000 | +$9,000 | 2016-02-17 |
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| Q4 2015 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,834 | 1,870 | +36 | $234,000 | $243,000 | +$9,000 | 2016-02-17 |
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| Q4 2015 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 2,937 | 2,972 | +35 | $201,000 | $203,000 | +$2,000 | 2016-02-17 |
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