WEALTHFRONT CORP historic quarter change: Foreign Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 13 positions, added to 19, reduced 7 and sold out of 18.
- Q4 2015: Stock CHUBB CORP; Country of operation —; Class COM; Shares before 6,005.
- Q3 2015: Stock CHUBB CORP; Country of operation —; Class COM; Shares before 4,889.
- Q3 2015: Stock COCA COLA ENTERPRISES INC NE; Country of operation —; Class COM; Shares before 1,632.
- Q2 2015: Stock FMC TECHNOLOGIE; Country of operation —; Class COM; Shares before 1,862.
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 | CHUBB CORP
CUSIP 171232101 | | COM | 6,005 | 6,167 | +162 | $737,000 | $818,000 | +$81,000 | 2016-02-17 |
|---|
| Q3 2015 | CHUBB CORP
CUSIP 171232101 | | COM | 4,889 | 6,005 | +1,116 | $465,000 | $737,000 | +$272,000 | 2015-11-18 |
|---|
| Q3 2015 | COCA COLA ENTERPRISES INC NE
CUSIP 19122T109 | | COM | 1,632 | 2,887 | +1,255 | $71,000 | $140,000 | +$69,000 | 2015-11-18 |
|---|
| Q2 2015 | FMC TECHNOLOGIE
CUSIP 30249U101 | | COM | 1,862 | 3,387 | +1,525 | $69,000 | $141,000 | +$72,000 | 2015-08-18 |
|---|
| Q2 2015 | COCA COLA ENTER
CUSIP 19122T109 | | COM | 1,315 | 1,632 | +317 | $58,000 | $71,000 | +$13,000 | 2015-08-18 |
|---|
| Q2 2015 | SEAGATE TECHNOL
CUSIP G7945M107 | | COM | 1,628 | 1,692 | +64 | $85,000 | $80,000 | -$5,000 | 2015-08-18 |
|---|
| Q2 2015 | ALCATEL-LUCENT
CUSIP 013904305 | | COM | 97 | 304 | +207 | $0 | $1,000 | +$1,000 | 2015-08-18 |
|---|
| Q1 2015 | FMC TECHNOLOGIE
CUSIP 30249U101 | | COM | 886 | 1,862 | +976 | $42,000 | $69,000 | +$27,000 | 2015-05-14 |
|---|
| Q1 2015 | COCA COLA ENTER
CUSIP 19122T109 | | COM | 1,286 | 1,315 | +29 | $57,000 | $58,000 | +$1,000 | 2015-05-14 |
|---|
| Q3 2014 | MEDTRONIC INC
CUSIP 585055106 | | Common | 3,240 | 4,605 | +1,365 | $209,000 | $285,000 | +$76,000 | 2014-11-14 |
|---|
| Q3 2014 | CHUBB CORP
CUSIP 171232101 | | Common | 1,512 | 2,170 | +658 | $140,000 | $198,000 | +$58,000 | 2014-11-14 |
|---|
| Q3 2014 | SEAGATE TECHNOL
CUSIP G7945M107 | | Common | 909 | 1,509 | +600 | $54,000 | $86,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | ROYAL DUTCH SHE
CUSIP 780259206 | | Common | 12 | 66 | +54 | $1,000 | $5,000 | +$4,000 | 2014-11-14 |
|---|
| Q3 2014 | COCA COLA ENTER
CUSIP 19122T109 | | Common | 1,392 | 1,582 | +190 | $67,000 | $70,000 | +$3,000 | 2014-11-14 |
|---|
| Q2 2014 | MEDTRONIC INC
CUSIP 585055106 | | Common | 1,753 | 3,240 | +1,487 | $108,000 | $209,000 | +$101,000 | 2014-07-24 |
|---|
| Q2 2014 | FMC TECHNOLOGIE
CUSIP 30249U101 | | Common | 322 | 947 | +625 | $17,000 | $58,000 | +$41,000 | 2014-07-24 |
|---|
| Q2 2014 | CHUBB CORP
CUSIP 171232101 | | Common | 1,213 | 1,512 | +299 | $108,000 | $140,000 | +$32,000 | 2014-07-24 |
|---|
| Q2 2014 | SEAGATE TECHNOL
CUSIP G7945M107 | | Common | 444 | 909 | +465 | $25,000 | $54,000 | +$29,000 | 2014-07-24 |
|---|
| Q2 2014 | COCA COLA ENTER
CUSIP 19122T109 | | Common | 1,309 | 1,392 | +83 | $62,000 | $67,000 | +$5,000 | 2014-07-24 |
|---|
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