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.
- Q1 2016: Stock AAPL; Country of operation United States; Class COM; Shares before 43,393.
- Q1 2016: Stock T; Country of operation United States; Class COM; Shares before 91,958.
- Q1 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 70,186.
- Q1 2016: Stock VZ; Country of operation United States; Class COM; Shares before 27,864.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 2016 | AAPL APPLE INC | United States | COM | 43,393 | 88,367 | +44,974 | $4,568,000 | $9,631,000 | +$5,063,000 | 2016-05-18 |
| Q1 2016 | T AT&T INC | United States | COM | 91,958 | 202,193 | +110,235 | $3,164,000 | $7,920,000 | +$4,756,000 | 2016-05-18 |
| Q1 2016 | XOMXXXX EXXON MOBIL CORP | COM | 70,186 | 119,265 | +49,079 | $5,471,000 | $9,969,000 | +$4,498,000 | 2016-05-18 | |
| Q1 2016 | VZ VERIZON COMMUNICATIONS INC | United States | COM | 27,864 | 101,009 | +73,145 | $1,288,000 | $5,463,000 | +$4,175,000 | 2016-05-18 |
| Q1 2016 | META FACEBOOK INC | United States | CL A | 244,079 | 250,669 | +6,590 | $25,545,000 | $28,601,000 | +$3,056,000 | 2016-05-18 |
| Q1 2016 | JNJ JOHNSON & JOHNSON | United States | COM | 33,392 | 58,441 | +25,049 | $3,430,000 | $6,323,000 | +$2,893,000 | 2016-05-18 |
| Q1 2016 | PG PROCTER & GAMBLE CO | United States | COM | 37,058 | 64,941 | +27,883 | $2,943,000 | $5,345,000 | +$2,402,000 | 2016-05-18 |
| Q1 2016 | PM PHILIP MORRIS INTL INC | United States | COM | 19,093 | 37,617 | +18,524 | $1,678,000 | $3,691,000 | +$2,013,000 | 2016-05-18 |
| Q1 2016 | KO COCA COLA CO | United States | COM | 57,141 | 89,425 | +32,284 | $2,455,000 | $4,148,000 | +$1,693,000 | 2016-05-18 |
| Q1 2016 | SLB SCHLUMBERGER LTD | COM | 6,511 | 28,138 | +21,627 | $454,000 | $2,075,000 | +$1,621,000 | 2016-05-18 | |
| Q1 2016 | PEP PEPSICO INC | United States | COM | 19,257 | 33,459 | +14,202 | $1,924,000 | $3,429,000 | +$1,505,000 | 2016-05-18 |
| Q1 2016 | WMT WAL-MART STORES INC | United States | COM | 8,095 | 29,115 | +21,020 | $496,000 | $1,994,000 | +$1,498,000 | 2016-05-18 |
| Q1 2016 | ORCL ORACLE CORP | United States | COM | 37,863 | 69,755 | +31,892 | $1,383,000 | $2,854,000 | +$1,471,000 | 2016-05-18 |
| Q1 2016 | UNH UNITEDHEALTH GROUP INC | United States | COM | 16,121 | 25,018 | +8,897 | $1,896,000 | $3,225,000 | +$1,329,000 | 2016-05-18 |
| Q1 2016 | HONZZZZ HONEYWELL INTL INC | COM | 9,941 | 21,006 | +11,065 | $1,030,000 | $2,354,000 | +$1,324,000 | 2016-05-18 | |
| Q1 2016 | CVS CVS HEALTH CORP | United States | COM | 14,986 | 25,642 | +10,656 | $1,465,000 | $2,660,000 | +$1,195,000 | 2016-05-18 |
| Q1 2016 | CMCSA COMCAST CORP NEW | United States | CL A | 36,643 | 53,069 | +16,426 | $2,068,000 | $3,241,000 | +$1,173,000 | 2016-05-18 |
| Q1 2016 | MSFT MICROSOFT CORP | United States | COM | 142,010 | 162,888 | +20,878 | $7,879,000 | $8,996,000 | +$1,117,000 | 2016-05-18 |
| Q1 2016 | QCOM QUALCOMM INC | United States | COM | 7,088 | 28,511 | +21,423 | $354,000 | $1,458,000 | +$1,104,000 | 2016-05-18 |
| Q1 2016 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 22,095 | 28,167 | +6,072 | $2,917,000 | $3,996,000 | +$1,079,000 | 2016-05-18 | |
| Q1 2016 | MO ALTRIA GROUP INC | United States | COM | 45,615 | 59,241 | +13,626 | $2,655,000 | $3,712,000 | +$1,057,000 | 2016-05-18 |
| Q1 2016 | MCD MCDONALDS CORP | United States | COM | 22,326 | 27,740 | +5,414 | $2,638,000 | $3,486,000 | +$848,000 | 2016-05-18 |
| Q1 2016 | CL COLGATE PALMOLIVE CO | United States | COM | 13,602 | 24,552 | +10,950 | $906,000 | $1,735,000 | +$829,000 | 2016-05-18 |
| Q1 2016 | UNP UNION PAC CORP | United States | COM | 3,775 | 13,927 | +10,152 | $295,000 | $1,108,000 | +$813,000 | 2016-05-18 |
| Q1 2016 | ABBV ABBVIE INC | United States | COM | 19,057 | 33,337 | +14,280 | $1,129,000 | $1,904,000 | +$775,000 | 2016-05-18 |
| Q1 2016 | MMM 3M CO | United States | COM | 9,379 | 12,856 | +3,477 | $1,413,000 | $2,142,000 | +$729,000 | 2016-05-18 |
| Q1 2016 | KMI KINDER MORGAN INC DEL | United States | COM | 15,501 | 51,530 | +36,029 | $231,000 | $920,000 | +$689,000 | 2016-05-18 |
| Q1 2016 | TXN TEXAS INSTRS INC | United States | COM | 21,710 | 31,499 | +9,789 | $1,190,000 | $1,809,000 | +$619,000 | 2016-05-18 |
| Q1 2016 | UPS UNITED PARCEL SERVICE INC | United States | CL B | 8,675 | 13,438 | +4,763 | $835,000 | $1,417,000 | +$582,000 | 2016-05-18 |
| Q1 2016 | EXC EXELON CORP | United States | COM | 14,444 | 26,664 | +12,220 | $401,000 | $956,000 | +$555,000 | 2016-05-18 |
| Q1 2016 | TJX TJX COS INC NEW | United States | COM | 4,354 | 9,535 | +5,181 | $309,000 | $747,000 | +$438,000 | 2016-05-18 |
| Q1 2016 | SO SOUTHERN CO | United States | COM | 19,374 | 25,495 | +6,121 | $907,000 | $1,319,000 | +$412,000 | 2016-05-18 |
| Q1 2016 | HAL HALLIBURTON CO | United States | COM | 7,647 | 16,903 | +9,256 | $260,000 | $604,000 | +$344,000 | 2016-05-18 |
| Q1 2016 | DUK DUKE ENERGY CORP NEW | United States | COM NEW | 3,891 | 7,630 | +3,739 | $278,000 | $616,000 | +$338,000 | 2016-05-18 |
| Q1 2016 | NEE NEXTERA ENERGY INC | United States | COM | 3,255 | 5,488 | +2,233 | $338,000 | $649,000 | +$311,000 | 2016-05-18 |
| Q1 2016 | SYK STRYKER CORP | United States | COM | 3,999 | 6,091 | +2,092 | $372,000 | $654,000 | +$282,000 | 2016-05-18 |
| Q1 2016 | SHW SHERWIN WILLIAMS CO | United States | COM | 952 | 1,849 | +897 | $247,000 | $526,000 | +$279,000 | 2016-05-18 |
| Q1 2016 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 4,722 | 7,541 | +2,819 | $400,000 | $677,000 | +$277,000 | 2016-05-18 |
| Q1 2016 | SPG SIMON PPTY GROUP INC NEW | United States | COM | 5,260 | 6,217 | +957 | $1,023,000 | $1,291,000 | +$268,000 | 2016-05-18 |
| Q1 2016 | PYPL PAYPAL HLDGS INC | United States | COM | 18,486 | 24,287 | +5,801 | $669,000 | $937,000 | +$268,000 | 2016-05-18 |
| Q1 2016 | KMB KIMBERLY CLARK CORP | United States | COM | 4,463 | 6,132 | +1,669 | $568,000 | $825,000 | +$257,000 | 2016-05-18 |
| Q1 2016 | COF CAPITAL ONE FINL CORP | United States | COM | 7,434 | 11,434 | +4,000 | $537,000 | $792,000 | +$255,000 | 2016-05-18 |
| Q1 2016 | CME CME GROUP INC | United States | COM | 4,464 | 6,720 | +2,256 | $404,000 | $645,000 | +$241,000 | 2016-05-18 |
| Q1 2016 | MRSH MARSH & MCLENNAN COS INC | United States | COM | 5,510 | 8,853 | +3,343 | $306,000 | $538,000 | +$232,000 | 2016-05-18 |
| Q1 2016 | FCX FREEPORT-MCMORAN INC | United States | CL B | 11,990 | 25,506 | +13,516 | $81,000 | $264,000 | +$183,000 | 2016-05-18 |
| Q1 2016 | INTU INTUIT | United States | COM | 3,812 | 5,289 | +1,477 | $368,000 | $550,000 | +$182,000 | 2016-05-18 |
| Q1 2016 | GILD GILEAD SCIENCES INC | United States | COM | 17,602 | 21,352 | +3,750 | $1,781,000 | $1,961,000 | +$180,000 | 2016-05-18 |
| Q1 2016 | AEP AMERICAN ELEC PWR INC | United States | COM | 4,859 | 6,943 | +2,084 | $283,000 | $461,000 | +$178,000 | 2016-05-18 |
| Q1 2016 | TSN TYSON FOODS INC | United States | CL A | 5,743 | 7,147 | +1,404 | $306,000 | $476,000 | +$170,000 | 2016-05-18 |
| Q1 2016 | TGT TARGET CORP | United States | COM | 6,588 | 7,855 | +1,267 | $478,000 | $646,000 | +$168,000 | 2016-05-18 |
| Q1 2016 | ALL ALLSTATE CORP | United States | COM | 10,815 | 12,449 | +1,634 | $672,000 | $839,000 | +$167,000 | 2016-05-18 |
| Q1 2016 | FDX FEDEX CORP | United States | COM | 2,688 | 3,473 | +785 | $400,000 | $565,000 | +$165,000 | 2016-05-18 |
| Q1 2016 | TRV TRAVELERS COMPANIES INC | United States | COM | 4,786 | 6,003 | +1,217 | $540,000 | $701,000 | +$161,000 | 2016-05-18 |
| Q1 2016 | FISV FISERV INC | United States | COM | 4,522 | 5,525 | +1,003 | $414,000 | $567,000 | +$153,000 | 2016-05-18 |
| Q1 2016 | EL LAUDER ESTEE COS INC | United States | CL A | 4,105 | 5,425 | +1,320 | $361,000 | $512,000 | +$151,000 | 2016-05-18 |
| Q1 2016 | MS MORGAN STANLEY | United States | COM NEW | 21,116 | 32,706 | +11,590 | $672,000 | $818,000 | +$146,000 | 2016-05-18 |
| Q1 2016 | ED CONSOLIDATED EDISON INC | United States | COM | 3,695 | 4,789 | +1,094 | $237,000 | $367,000 | +$130,000 | 2016-05-18 |
| Q1 2016 | ETN EATON CORP PLC | SHS | 4,435 | 5,717 | +1,282 | $231,000 | $358,000 | +$127,000 | 2016-05-18 | |
| Q1 2016 | APD AIR PRODS & CHEMS INC | United States | COM | 1,870 | 2,550 | +680 | $243,000 | $367,000 | +$124,000 | 2016-05-18 |
| Q1 2016 | GLW CORNING INC | United States | COM | 14,239 | 18,246 | +4,007 | $260,000 | $381,000 | +$121,000 | 2016-05-18 |
| Q1 2016 | PPG PPG INDS INC | United States | COM | 2,440 | 3,245 | +805 | $241,000 | $362,000 | +$121,000 | 2016-05-18 |
| Q1 2016 | EIX EDISON INTL | United States | COM | 5,190 | 5,932 | +742 | $307,000 | $426,000 | +$119,000 | 2016-05-18 |
| Q1 2016 | WM WASTE MGMT INC DEL | United States | COM | 6,675 | 8,026 | +1,351 | $356,000 | $474,000 | +$118,000 | 2016-05-18 |
| Q1 2016 | WEC WEC ENERGY GROUP INC | United States | COM | 5,166 | 6,332 | +1,166 | $265,000 | $380,000 | +$115,000 | 2016-05-18 |
| Q1 2016 | DG DOLLAR GEN CORP NEW | United States | COM | 3,695 | 4,435 | +740 | $266,000 | $380,000 | +$114,000 | 2016-05-18 |
| Q1 2016 | AMAT APPLIED MATLS INC | United States | COM | 16,666 | 19,921 | +3,255 | $311,000 | $422,000 | +$111,000 | 2016-05-18 |
| Q1 2016 | PPL PPL CORP | United States | COM | 6,617 | 8,840 | +2,223 | $226,000 | $337,000 | +$111,000 | 2016-05-18 |
| Q1 2016 | XEL XCEL ENERGY INC | United States | COM | 7,562 | 9,109 | +1,547 | $272,000 | $381,000 | +$109,000 | 2016-05-18 |
| Q1 2016 | GIS GENERAL MLS INC | United States | COM | 7,486 | 8,500 | +1,014 | $432,000 | $538,000 | +$106,000 | 2016-05-18 |
| Q1 2016 | OXY OCCIDENTAL PETE CORP DEL | United States | COM | 12,990 | 14,297 | +1,307 | $878,000 | $978,000 | +$100,000 | 2016-05-18 |
| Q1 2016 | PSA PUBLIC STORAGE | United States | COM | 2,334 | 2,439 | +105 | $578,000 | $673,000 | +$95,000 | 2016-05-18 |
| Q1 2016 | PCG PG&E CORP | United States | COM | 5,271 | 6,255 | +984 | $280,000 | $374,000 | +$94,000 | 2016-05-18 |
| Q1 2016 | EW EDWARDS LIFESCIENCES CORP | United States | COM | 4,814 | 5,283 | +469 | $380,000 | $466,000 | +$86,000 | 2016-05-18 |
| Q1 2016 | LMT LOCKHEED MARTIN CORP | United States | COM | 7,593 | 7,818 | +225 | $1,649,000 | $1,732,000 | +$83,000 | 2016-05-18 |
| Q1 2016 | PAYX PAYCHEX INC | United States | COM | 5,727 | 7,142 | +1,415 | $303,000 | $386,000 | +$83,000 | 2016-05-18 |
| Q1 2016 | NVDA NVIDIA CORP | United States | COM | 13,965 | 15,143 | +1,178 | $460,000 | $540,000 | +$80,000 | 2016-05-18 |
| Q1 2016 | CAG CONAGRA FOODS INC | United States | COM | 8,325 | 9,500 | +1,175 | $351,000 | $424,000 | +$73,000 | 2016-05-18 |
| Q1 2016 | PGR PROGRESSIVE CORP OHIO | United States | COM | 11,860 | 12,756 | +896 | $377,000 | $448,000 | +$71,000 | 2016-05-18 |
| Q1 2016 | EOG EOG RES INC | United States | COM | 4,644 | 5,483 | +839 | $329,000 | $398,000 | +$69,000 | 2016-05-18 |
| Q1 2016 | NDAQ NASDAQ INC | United States | COM | 3,843 | 4,413 | +570 | $224,000 | $293,000 | +$69,000 | 2016-05-18 |
| Q1 2016 | EQIX EQUINIX INC | United States | COM PAR $0.001 | 721 | 862 | +141 | $218,000 | $285,000 | +$67,000 | 2016-05-18 |
| Q1 2016 | GD GENERAL DYNAMICS CORP | United States | COM | 4,394 | 5,066 | +672 | $604,000 | $666,000 | +$62,000 | 2016-05-18 |
| Q1 2016 | MAR MARRIOTT INTL INC NEW | United States | CL A | 3,798 | 4,451 | +653 | $255,000 | $317,000 | +$62,000 | 2016-05-18 |
| Q1 2016 | CCI CROWN CASTLE INTL CORP NEW | United States | COM | 3,240 | 3,922 | +682 | $280,000 | $339,000 | +$59,000 | 2016-05-18 |
| Q1 2016 | K KELLOGG CO | United States | COM | 4,753 | 5,253 | +500 | $343,000 | $402,000 | +$59,000 | 2016-05-18 |
| Q1 2016 | SYY SYSCO CORP | United States | COM | 7,213 | 7,490 | +277 | $296,000 | $350,000 | +$54,000 | 2016-05-18 |
| Q1 2016 | DE DEERE & CO | United States | COM | 3,743 | 4,409 | +666 | $285,000 | $339,000 | +$54,000 | 2016-05-18 |
| Q1 2016 | ADI ANALOG DEVICES INC | United States | COM | 5,590 | 6,116 | +526 | $309,000 | $362,000 | +$53,000 | 2016-05-18 |
| Q1 2016 | NOC NORTHROP GRUMMAN CORP | United States | COM | 3,862 | 3,935 | +73 | $729,000 | $779,000 | +$50,000 | 2016-05-18 |
| Q1 2016 | MKC MCCORMICK & CO INC | United States | COM NON VTG | 2,453 | 2,583 | +130 | $210,000 | $257,000 | +$47,000 | 2016-05-18 |
| Q1 2016 | HIG HARTFORD FINL SVCS GROUP INC | United States | COM | 6,019 | 6,675 | +656 | $262,000 | $308,000 | +$46,000 | 2016-05-18 |
| Q1 2016 | BAX BAXTER INTL INC | United States | COM | 9,622 | 10,041 | +419 | $367,000 | $412,000 | +$45,000 | 2016-05-18 |
| Q1 2016 | BDX BECTON DICKINSON & CO | United States | COM | 2,407 | 2,740 | +333 | $371,000 | $416,000 | +$45,000 | 2016-05-18 |
| Q1 2016 | HRL HORMEL FOODS CORP | United States | COM | 3,440 | 7,325 | +3,885 | $272,000 | $317,000 | +$45,000 | 2016-05-18 |
| Q1 2016 | CTSH COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 6,212 | 6,544 | +332 | $373,000 | $410,000 | +$37,000 | 2016-05-18 |
| Q1 2016 | RSG REPUBLIC SVCS INC | United States | COM | 6,499 | 6,725 | +226 | $286,000 | $320,000 | +$34,000 | 2016-05-18 |
| Q1 2016 | CAH CARDINAL HEALTH INC | United States | COM | 3,936 | 4,688 | +752 | $351,000 | $384,000 | +$33,000 | 2016-05-18 |
| Q1 2016 | VRSN VERISIGN INC | United States | COM | 2,608 | 2,927 | +319 | $228,000 | $259,000 | +$31,000 | 2016-05-18 |
| Q1 2016 | KR KROGER CO | United States | COM | 15,448 | 16,072 | +624 | $646,000 | $615,000 | -$31,000 | 2016-05-18 |
| Q1 2016 | TAP MOLSON COORS BREWING CO | CL B | 2,947 | 3,194 | +247 | $277,000 | $307,000 | +$30,000 | 2016-05-18 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||