WEALTHFRONT CORP historic quarter change: USA Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 45 positions, added to 3, reduced 0 and sold out of 47.
- Q3 2015: Stock APARTMENT INVT & MGMT CO; Country of operation —; Class CL A; Shares before 0.
- Q3 2015: Stock FEDERAL REALTY INVT TR; Country of operation —; Class SH BEN INT NEW; Shares before 0.
- Q3 2015: Stock LIBERTY PPTY TR; Country of operation —; Class SH BEN INT; Shares before 0.
- Q3 2015: Stock SENIOR HSG PPTYS TR; Country of operation —; Class SH BEN INT; Shares before 0.
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 |
|---|
| Q3 2015 | APARTMENT INVT & MGMT CO
CUSIP 03748R101 | | CL A | 0 | 1,863 | +1,863 | $0 | $69,000 | +$69,000 | 2015-11-18 |
|---|
| Q3 2015 | FEDERAL REALTY INVT TR
CUSIP 313747206 | | SH BEN INT NEW | 0 | 314 | +314 | $0 | $43,000 | +$43,000 | 2015-11-18 |
|---|
| Q3 2015 | LIBERTY PPTY TR
CUSIP 531172104 | | SH BEN INT | 0 | 756 | +756 | $0 | $24,000 | +$24,000 | 2015-11-18 |
|---|
| Q3 2015 | SENIOR HSG PPTYS TR
CUSIP 81721M109 | | SH BEN INT | 0 | 1,368 | +1,368 | $0 | $22,000 | +$22,000 | 2015-11-18 |
|---|
| Q3 2015 | WEINGARTEN RLTY INVS
CUSIP 948741103 | | SH BEN INT | 0 | 597 | +597 | $0 | $20,000 | +$20,000 | 2015-11-18 |
|---|
| Q3 2015 | HOSPITALITY PPTYS TR
CUSIP 44106M102 | | COM SH BEN INT | 0 | 725 | +725 | $0 | $19,000 | +$19,000 | 2015-11-18 |
|---|
| Q3 2015 | EDUCATION RLTY TR INC
CUSIP 28140H203 | | COM NEW | 0 | 510 | +510 | $0 | $17,000 | +$17,000 | 2015-11-18 |
|---|
| Q3 2015 | LASALLE HOTEL PPTYS
CUSIP 517942108 | | COM SH BEN INT | 0 | 413 | +413 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | RETAIL OPPORTUNITY INVTS COR
CUSIP 76131N101 | United States | COM | 0 | 695 | +695 | $0 | $11,000 | +$11,000 | 2015-11-18 |
|---|
| Q3 2015 | FS INVT CORP
CUSIP 302635107 | | COM | 0 | 940 | +940 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | CHESAPEAKE LODGING TR
CUSIP 165240102 | | SH BEN INT | 0 | 260 | +260 | $0 | $7,000 | +$7,000 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383Q739 | | GUGGENHEIM SOLAR | 0 | 279 | +279 | $0 | $7,000 | +$7,000 | 2015-11-18 |
|---|
| Q3 2015 | EGA EMERGING GLOBAL SHS TR
CUSIP 268461761 | | INDIA CONSUMER | 0 | 209 | +209 | $0 | $7,000 | +$7,000 | 2015-11-18 |
|---|
| Q3 2015 | GREENHAVEN CONT CMDTY INDEX
CUSIP 395258106 | | UNIT BEN INT | 0 | 275 | +275 | $0 | $5,000 | +$5,000 | 2015-11-18 |
|---|
| Q3 2015 | CLEARBRIDGE ENERGY MLP FD IN
CUSIP 184692101 | | COM | 0 | 185 | +185 | $0 | $3,000 | +$3,000 | 2015-11-18 |
|---|
| Q3 2015 | GRAMERCY PPTY TR INC
CUSIP 38489R605 | | COM NEW | 0 | 133 | +133 | $0 | $3,000 | +$3,000 | 2015-11-18 |
|---|
| Q3 2015 | POWERSHARES DB CMDTY IDX TRA
CUSIP 73935S105 | | UNIT BEN INT | 0 | 221 | +221 | $0 | $3,000 | +$3,000 | 2015-11-18 |
|---|
| Q3 2015 | ABERDEEN INDONESIA FD INC
CUSIP 00305P106 | | COM | 0 | 100 | +100 | $0 | $1,000 | +$1,000 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M266 | | GUGG BULSH 2021 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M258 | | GUGG BULSH 2022 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M241 | | 2023 CORP BOND | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | RECON CAP SER TR
CUSIP 75623U201 | | RECON CAP DAX GE | 0 | 2 | +2 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M514 | | GUG BULL2020 E | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M522 | | GUG BULL2019 E | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M530 | | GUG BULL2018 E | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M548 | | GUGG CRP BD 2017 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M555 | | GUGG CRP BD 2016 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M563 | | GUGG CRP BD 2015 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M506 | | GUG MULTI ASSET | 0 | 16 | +16 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | ETFS SILVER TR
CUSIP 26922X107 | | SILVER SHS | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383M233 | | 2024 CORP BOND | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383Q804 | | GUG INTL MLT ASS | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383Q853 | | GUGG CHN SML CAP | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | CLAYMORE EXCHANGE TRD FD TR
CUSIP 18383Q838 | | GUGG FRNTR MKT | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q3 2015 | UNITED STATES NATL GAS FUND
CUSIP 912318201 | | UNIT PAR $0.001 | 0 | 1 | +1 | $0 | $0 | $0 | 2015-11-18 |
|---|
| Q2 2015 | DIAMOND HILL FD
CUSIP 25264S841 | | COM | 0 | 234 | +234 | $0 | $5,000 | +$5,000 | 2015-08-18 |
|---|
| Q2 2015 | CALAMOS INVT TR
CUSIP 128119880 | United States | COM | 0 | 345 | +345 | $0 | $4,000 | +$4,000 | 2015-08-18 |
|---|
| Q2 2015 | MERGER FUND-SBI
CUSIP 589509108 | United States | COM | 0 | 188 | +188 | $0 | $3,000 | +$3,000 | 2015-08-18 |
|---|
| Q2 2015 | ETFS GOLD TR
CUSIP 26922Y105 | | SHS | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2015-08-18 |
|---|
| Q2 2015 | UNIFIED SER TR
CUSIP 90470K370 | | COM | 0 | 4 | +4 | $0 | $0 | $0 | 2015-08-18 |
|---|
| Q2 2015 | FACTORSHARES TR
CUSIP 30304R407 | | ISE CYBER SEC | 0 | 15 | +15 | $0 | $0 | $0 | 2015-08-18 |
|---|
| Q4 2014 | COLUMBIA FDS SE
CUSIP 19765P471 | | COM | 0 | 120 | +120 | $0 | $4,000 | +$4,000 | 2015-02-17 |
|---|
| Q4 2014 | POWERSHARES DB
CUSIP 73935S105 | | UNIT BEN INT | 0 | 10 | +10 | $0 | $0 | $0 | 2015-02-17 |
|---|
| Q4 2014 | LIBERTY PROPERT
CUSIP 531172104 | | SH BEN INT | 0 | 2 | +2 | $0 | $0 | $0 | 2015-02-17 |
|---|
| Q3 2014 | OAKMARK FUND
CUSIP 413838103 | | Common | 0 | 107 | +107 | $0 | $7,000 | +$7,000 | 2014-11-14 |
|---|
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