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 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 119,265.
- Q2 2016: Stock PFE; Country of operation United States; Class COM; Shares before 33,247.
- Q2 2016: Stock JNJ; Country of operation United States; Class COM; Shares before 58,441.
- Q2 2016: Stock T; Country of operation United States; Class COM; Shares before 202,193.
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 |
|---|
| Q2 2016 | XOMXXXX
EXXON MOBIL COR | | COM | 119,265 | 125,384 | +6,119 | $9,969,000 | $11,753,000 | +$1,784,000 | 2016-08-17 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 33,247 | 77,285 | +44,038 | $985,000 | $2,721,000 | +$1,736,000 | 2016-08-17 |
|---|
| Q2 2016 | JNJ
JOHNSON & JOHNS | United States | COM | 58,441 | 66,076 | +7,635 | $6,323,000 | $8,015,000 | +$1,692,000 | 2016-08-17 |
|---|
| Q2 2016 | T
AT&T INC | United States | COM | 202,193 | 211,619 | +9,426 | $7,920,000 | $9,144,000 | +$1,224,000 | 2016-08-17 |
|---|
| Q2 2016 | BMY
BRISTOL MYERS S | United States | COM | 30,400 | 41,560 | +11,160 | $1,942,000 | $3,057,000 | +$1,115,000 | 2016-08-17 |
|---|
| Q2 2016 | JPM
JPMORGAN CHASE | United States | COM | 43,915 | 59,478 | +15,563 | $2,601,000 | $3,696,000 | +$1,095,000 | 2016-08-17 |
|---|
| Q2 2016 | MRK
MERCK & CO INC | United States | COM | 28,660 | 42,476 | +13,816 | $1,516,000 | $2,447,000 | +$931,000 | 2016-08-17 |
|---|
| Q2 2016 | CVX
CHEVRON CORPORA | United States | COM | 36,005 | 41,506 | +5,501 | $3,435,000 | $4,351,000 | +$916,000 | 2016-08-17 |
|---|
| Q2 2016 | UNH
UNITEDHEALTH GR | United States | COM | 25,018 | 29,237 | +4,219 | $3,225,000 | $4,128,000 | +$903,000 | 2016-08-17 |
|---|
| Q2 2016 | CMCSA
COMCAST CORP | United States | CL A | 53,069 | 61,258 | +8,189 | $3,241,000 | $3,993,000 | +$752,000 | 2016-08-17 |
|---|
| Q2 2016 | MO
ALTRIA GROUP IN | United States | COM | 59,241 | 64,265 | +5,024 | $3,712,000 | $4,432,000 | +$720,000 | 2016-08-17 |
|---|
| Q2 2016 | QCOM
QUALCOMM INC | United States | COM | 28,511 | 39,586 | +11,075 | $1,458,000 | $2,121,000 | +$663,000 | 2016-08-17 |
|---|
| Q2 2016 | MDT
MEDTRONIC PLC | Ireland | SHS | 22,832 | 26,466 | +3,634 | $1,712,000 | $2,296,000 | +$584,000 | 2016-08-17 |
|---|
| Q2 2016 | ABBV
ABBVIE INC | United States | COM | 33,337 | 39,630 | +6,293 | $1,904,000 | $2,453,000 | +$549,000 | 2016-08-17 |
|---|
| Q2 2016 | SLB
SCHLUMBERGER LT | | COM | 28,138 | 33,097 | +4,959 | $2,075,000 | $2,617,000 | +$542,000 | 2016-08-17 |
|---|
| Q2 2016 | INTC
INTEL CORP | United States | COM | 64,184 | 79,763 | +15,579 | $2,076,000 | $2,616,000 | +$540,000 | 2016-08-17 |
|---|
| Q2 2016 | AMGN
AMGEN INC | United States | COM | 13,134 | 16,457 | +3,323 | $1,969,000 | $2,504,000 | +$535,000 | 2016-08-17 |
|---|
| Q2 2016 | CSCO
CISCO SYSTEMS I | United States | COM | 59,369 | 76,836 | +17,467 | $1,690,000 | $2,204,000 | +$514,000 | 2016-08-17 |
|---|
| Q2 2016 | BNY
BANK NEW YORK M | United States | COM | 19,027 | 31,117 | +12,090 | $701,000 | $1,209,000 | +$508,000 | 2016-08-17 |
|---|
| Q2 2016 | TXN
TEXAS INSTRUMEN | United States | COM | 31,499 | 36,410 | +4,911 | $1,809,000 | $2,281,000 | +$472,000 | 2016-08-17 |
|---|
| Q2 2016 | V
VISA INC | United States | COM CL A | 32,578 | 39,720 | +7,142 | $2,492,000 | $2,946,000 | +$454,000 | 2016-08-17 |
|---|
| Q2 2016 | LOW
LOWES COMPANIES | United States | COM | 10,159 | 15,237 | +5,078 | $770,000 | $1,206,000 | +$436,000 | 2016-08-17 |
|---|
| Q2 2016 | PM
PHILIP MORRIS I | United States | COM | 37,617 | 40,237 | +2,620 | $3,691,000 | $4,093,000 | +$402,000 | 2016-08-17 |
|---|
| Q2 2016 | MA
MASTERCARD INCO | United States | CL A | 13,289 | 18,313 | +5,024 | $1,256,000 | $1,613,000 | +$357,000 | 2016-08-17 |
|---|
| Q2 2016 | MMM
3M COMPANY | United States | COM | 12,856 | 14,187 | +1,331 | $2,142,000 | $2,484,000 | +$342,000 | 2016-08-17 |
|---|
| Q2 2016 | LLY
ELI LILLY & CO | United States | COM | 9,848 | 13,312 | +3,464 | $709,000 | $1,048,000 | +$339,000 | 2016-08-17 |
|---|
| Q2 2016 | HAL
HALLIBURTON COM | United States | COM | 16,903 | 20,696 | +3,793 | $604,000 | $937,000 | +$333,000 | 2016-08-17 |
|---|
| Q2 2016 | BRKB
BERKSHIRE HATHA | | CL B NEW | 28,167 | 29,900 | +1,733 | $3,996,000 | $4,329,000 | +$333,000 | 2016-08-17 |
|---|
| Q2 2016 | HONZZZZ
HONEYWELL INTL | | COM | 21,006 | 22,911 | +1,905 | $2,354,000 | $2,665,000 | +$311,000 | 2016-08-17 |
|---|
| Q2 2016 | UNP
UNION PACIFIC C | United States | COM | 13,927 | 16,105 | +2,178 | $1,108,000 | $1,405,000 | +$297,000 | 2016-08-17 |
|---|
| Q2 2016 | MDLZ
MONDELEZ INTERN | United States | CL A | 15,741 | 20,103 | +4,362 | $632,000 | $915,000 | +$283,000 | 2016-08-17 |
|---|
| Q2 2016 | NVDA
NVIDIA CORP | United States | COM | 15,143 | 17,064 | +1,921 | $540,000 | $802,000 | +$262,000 | 2016-08-17 |
|---|
| Q2 2016 | PEP
PEPSICO INC | United States | COM | 33,459 | 34,475 | +1,016 | $3,429,000 | $3,652,000 | +$223,000 | 2016-08-17 |
|---|
| Q2 2016 | VZ
VERIZON COMMUNI | United States | COM | 101,009 | 101,633 | +624 | $5,463,000 | $5,675,000 | +$212,000 | 2016-08-17 |
|---|
| Q2 2016 | ACN
ACCENTURE PLC I | | SHS CLASS A | 12,381 | 14,319 | +1,938 | $1,429,000 | $1,622,000 | +$193,000 | 2016-08-17 |
|---|
| Q2 2016 | COP
CONOCOPHILLIPS | United States | COM | 11,908 | 15,317 | +3,409 | $480,000 | $668,000 | +$188,000 | 2016-08-17 |
|---|
| Q2 2016 | CAT
CATERPILLAR INC | United States | COM | 8,716 | 11,142 | +2,426 | $667,000 | $845,000 | +$178,000 | 2016-08-17 |
|---|
| Q2 2016 | AMAT
APPLIED MATERIA | United States | COM | 19,921 | 25,026 | +5,105 | $422,000 | $600,000 | +$178,000 | 2016-08-17 |
|---|
| Q2 2016 | ORCL
ORACLE CORPORAT | United States | COM | 69,755 | 73,999 | +4,244 | $2,854,000 | $3,029,000 | +$175,000 | 2016-08-17 |
|---|
| Q2 2016 | HPE
HEWLETT PACKARD | United States | COM | 22,796 | 31,470 | +8,674 | $404,000 | $575,000 | +$171,000 | 2016-08-17 |
|---|
| Q2 2016 | OXY
OCCIDENTAL PETE | United States | COM | 14,297 | 15,197 | +900 | $978,000 | $1,148,000 | +$170,000 | 2016-08-17 |
|---|
| Q2 2016 | WMB
WILLIAMS COMPAN | United States | COM | 10,765 | 15,418 | +4,653 | $173,000 | $333,000 | +$160,000 | 2016-08-17 |
|---|
| Q2 2016 | MU
MICRON TECHNOLO | United States | COM | 11,573 | 19,994 | +8,421 | $121,000 | $275,000 | +$154,000 | 2016-08-17 |
|---|
| Q2 2016 | UPS
UNITED PARCEL S | United States | CL B | 13,438 | 14,575 | +1,137 | $1,417,000 | $1,570,000 | +$153,000 | 2016-08-17 |
|---|
| Q2 2016 | ABT
ABBOTT LABORATO | United States | COM | 17,424 | 22,251 | +4,827 | $729,000 | $875,000 | +$146,000 | 2016-08-17 |
|---|
| Q2 2016 | CL
COLGATE PALMOLI | United States | COM | 24,552 | 25,672 | +1,120 | $1,735,000 | $1,879,000 | +$144,000 | 2016-08-17 |
|---|
| Q2 2016 | F
FORD MOTOR CO | United States | COM PAR $0.01 | 45,708 | 60,407 | +14,699 | $617,000 | $759,000 | +$142,000 | 2016-08-17 |
|---|
| Q2 2016 | BSX
BOSTON SCIENTIF | United States | COM | 18,477 | 20,731 | +2,254 | $348,000 | $484,000 | +$136,000 | 2016-08-17 |
|---|
| Q2 2016 | AXP
AMERICAN EXPRES | United States | COM | 8,154 | 10,377 | +2,223 | $501,000 | $631,000 | +$130,000 | 2016-08-17 |
|---|
| Q2 2016 | HD
HOME DEPOT INC | United States | COM | 24,218 | 24,382 | +164 | $3,231,000 | $3,113,000 | -$118,000 | 2016-08-17 |
|---|
| Q2 2016 | ZTS
ZOETIS INC | United States | CL A | 8,619 | 10,481 | +1,862 | $382,000 | $497,000 | +$115,000 | 2016-08-17 |
|---|
| Q2 2016 | KMI
KINDER MORGAN I | United States | COM | 51,530 | 53,991 | +2,461 | $920,000 | $1,011,000 | +$91,000 | 2016-08-17 |
|---|
| Q2 2016 | ALL
ALLSTATE CORP | United States | COM | 12,449 | 13,046 | +597 | $839,000 | $913,000 | +$74,000 | 2016-08-17 |
|---|
| Q2 2016 | BAX
BAXTER INTERNAT | United States | COM | 10,041 | 10,729 | +688 | $412,000 | $485,000 | +$73,000 | 2016-08-17 |
|---|
| Q2 2016 | MET
METLIFE INC | United States | COM | 18,071 | 18,140 | +69 | $794,000 | $723,000 | -$71,000 | 2016-08-17 |
|---|
| Q2 2016 | SO
SOUTHERN CO | United States | COM | 25,495 | 25,924 | +429 | $1,319,000 | $1,390,000 | +$71,000 | 2016-08-17 |
|---|
| Q2 2016 | FITB
FIFTH THIRD BAN | United States | COM | 10,945 | 14,403 | +3,458 | $183,000 | $253,000 | +$70,000 | 2016-08-17 |
|---|
| Q2 2016 | EXC
EXELON CORPORAT | United States | COM | 26,664 | 28,229 | +1,565 | $956,000 | $1,026,000 | +$70,000 | 2016-08-17 |
|---|
| Q2 2016 | SBUX
STARBUCKS CORP | United States | COM | 27,997 | 28,085 | +88 | $1,671,000 | $1,604,000 | -$67,000 | 2016-08-17 |
|---|
| Q2 2016 | USB
US BANCORP DEL | United States | COM NEW | 19,068 | 20,814 | +1,746 | $774,000 | $839,000 | +$65,000 | 2016-08-17 |
|---|
| Q2 2016 | RF
REGIONS FINANCI | United States | COM | 14,459 | 20,985 | +6,526 | $114,000 | $179,000 | +$65,000 | 2016-08-17 |
|---|
| Q2 2016 | CAG
CONAGRA FOODS I | United States | COM | 9,500 | 10,048 | +548 | $424,000 | $480,000 | +$56,000 | 2016-08-17 |
|---|
| Q2 2016 | LUV
SOUTHWEST AIRLI | United States | COM | 10,810 | 11,017 | +207 | $484,000 | $432,000 | -$52,000 | 2016-08-17 |
|---|
| Q2 2016 | HPQ
HP INC | United States | COM | 13,398 | 17,036 | +3,638 | $165,000 | $214,000 | +$49,000 | 2016-08-17 |
|---|
| Q2 2016 | CSX
CSX CORPORATION | United States | COM | 10,834 | 12,406 | +1,572 | $279,000 | $324,000 | +$45,000 | 2016-08-17 |
|---|
| Q2 2016 | FCX
FREEPORT MCMORA | United States | CL B | 25,506 | 27,221 | +1,715 | $264,000 | $303,000 | +$39,000 | 2016-08-17 |
|---|
| Q2 2016 | EMR
EMERSON ELECTRI | United States | COM | 10,066 | 11,144 | +1,078 | $547,000 | $581,000 | +$34,000 | 2016-08-17 |
|---|
| Q2 2016 | SCHW
CHARLES SCHWAB | United States | COM | 17,941 | 20,631 | +2,690 | $503,000 | $522,000 | +$19,000 | 2016-08-17 |
|---|
| Q2 2016 | HST
HOST HOTELS & R | United States | COM | 10,910 | 12,107 | +1,197 | $182,000 | $196,000 | +$14,000 | 2016-08-17 |
|---|
| Q2 2016 | GM
GENERAL MOTORS | United States | COM | 10,666 | 12,330 | +1,664 | $335,000 | $349,000 | +$14,000 | 2016-08-17 |
|---|
| Q2 2016 | GLW
CORNING INC | United States | COM | 18,246 | 18,825 | +579 | $381,000 | $386,000 | +$5,000 | 2016-08-17 |
|---|
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