WEALTHFRONT CORP historic quarter change: USA Stocks, New
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 2014: Stock PFG; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock AMAT; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock MAR; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock BFH; Country of operation United States; Class COM; 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 |
|---|
| Q4 2014 | PFG
PRINCIPAL FINAN | United States | COM | 0 | 4,731 | +4,731 | $0 | $246,000 | +$246,000 | 2015-02-17 |
|---|
| Q4 2014 | AMAT
APPLIED MATERIA | United States | COM | 0 | 9,880 | +9,880 | $0 | $246,000 | +$246,000 | 2015-02-17 |
|---|
| Q4 2014 | MAR
MARRIOT INTERNA | United States | COM | 0 | 3,137 | +3,137 | $0 | $245,000 | +$245,000 | 2015-02-17 |
|---|
| Q4 2014 | BFH
ALLIANCE DATA S | United States | COM | 0 | 858 | +858 | $0 | $245,000 | +$245,000 | 2015-02-17 |
|---|
| Q4 2014 | ORLY
O REILLY AUTOMO | United States | COM | 0 | 1,273 | +1,273 | $0 | $245,000 | +$245,000 | 2015-02-17 |
|---|
| Q4 2014 | ELV
ANTHEM INC | United States | COM | 0 | 1,922 | +1,922 | $0 | $242,000 | +$242,000 | 2015-02-17 |
|---|
| Q4 2014 | CAH
CARDINAL HEALTH | United States | COM | 0 | 3,000 | +3,000 | $0 | $242,000 | +$242,000 | 2015-02-17 |
|---|
| Q4 2014 | KMB
KIMBERLY CLARK | United States | COM | 0 | 2,056 | +2,056 | $0 | $238,000 | +$238,000 | 2015-02-17 |
|---|
| Q4 2014 | AZO
AUTOZONE INC | United States | COM | 0 | 384 | +384 | $0 | $238,000 | +$238,000 | 2015-02-17 |
|---|
| Q4 2014 | ADM
ARCHER-DANIELS- | United States | COM | 0 | 4,559 | +4,559 | $0 | $237,000 | +$237,000 | 2015-02-17 |
|---|
| Q4 2014 | ITW
ILLINOIS TOOL W | United States | COM | 0 | 2,495 | +2,495 | $0 | $236,000 | +$236,000 | 2015-02-17 |
|---|
| Q4 2014 | BALL
BALL CORP | United States | COM | 0 | 3,453 | +3,453 | $0 | $235,000 | +$235,000 | 2015-02-17 |
|---|
| Q4 2014 | CAG
CONAGRA FOODS I | United States | COM | 0 | 6,423 | +6,423 | $0 | $233,000 | +$233,000 | 2015-02-17 |
|---|
| Q4 2014 | RSG
REPUBLIC SERVIC | United States | COM | 0 | 5,653 | +5,653 | $0 | $228,000 | +$228,000 | 2015-02-17 |
|---|
| Q4 2014 | D
DOMINION RESOUR | United States | COM | 0 | 2,936 | +2,936 | $0 | $226,000 | +$226,000 | 2015-02-17 |
|---|
| Q4 2014 | USB
US BANCORP DEL | United States | COM | 0 | 4,987 | +4,987 | $0 | $224,000 | +$224,000 | 2015-02-17 |
|---|
| Q4 2014 | AXP
AMERICAN EXPRES | United States | COM | 0 | 2,404 | +2,404 | $0 | $224,000 | +$224,000 | 2015-02-17 |
|---|
| Q4 2014 | CF
CF INDUSTRIES H | United States | COM | 0 | 815 | +815 | $0 | $222,000 | +$222,000 | 2015-02-17 |
|---|
| Q4 2014 | ROP
ROPER INDUSTRIE | United States | COM | 0 | 1,406 | +1,406 | $0 | $220,000 | +$220,000 | 2015-02-17 |
|---|
| Q4 2014 | CTAS
CINTAS CORP | United States | COM | 0 | 2,794 | +2,794 | $0 | $219,000 | +$219,000 | 2015-02-17 |
|---|
| Q4 2014 | DE
DEERE & CO | United States | COM | 0 | 2,468 | +2,468 | $0 | $218,000 | +$218,000 | 2015-02-17 |
|---|
| Q4 2014 | VMRK
EQUITY RESIDENT | United States | COM | 0 | 3,028 | +3,028 | $0 | $218,000 | +$218,000 | 2015-02-17 |
|---|
| Q4 2014 | FIS
FIDELITY NATION | United States | COM | 0 | 3,450 | +3,450 | $0 | $215,000 | +$215,000 | 2015-02-17 |
|---|
| Q4 2014 | IVZ
INVESCO LTD | United States | COM | 0 | 5,376 | +5,376 | $0 | $212,000 | +$212,000 | 2015-02-17 |
|---|
| Q4 2014 | AMP
AMERIPRISE FINL | United States | COM | 0 | 1,600 | +1,600 | $0 | $212,000 | +$212,000 | 2015-02-17 |
|---|
| Q4 2014 | AEP
AMERICAN ELECTR | United States | COM | 0 | 3,447 | +3,447 | $0 | $209,000 | +$209,000 | 2015-02-17 |
|---|
| Q4 2014 | STT
STATE STREET CO | United States | COM | 0 | 2,649 | +2,649 | $0 | $208,000 | +$208,000 | 2015-02-17 |
|---|
| Q4 2014 | BAX
BAXTER INTERNAT | United States | COM | 0 | 2,842 | +2,842 | $0 | $208,000 | +$208,000 | 2015-02-17 |
|---|
| Q4 2014 | WDC
WESTERN DIGITAL | United States | COM | 0 | 1,870 | +1,870 | $0 | $207,000 | +$207,000 | 2015-02-17 |
|---|
| Q4 2014 | NTAP
NETAPP INC | United States | COM | 0 | 4,992 | +4,992 | $0 | $207,000 | +$207,000 | 2015-02-17 |
|---|
| Q4 2014 | IFF
INTL FLAVORS & | United States | COM | 0 | 2,028 | +2,028 | $0 | $206,000 | +$206,000 | 2015-02-17 |
|---|
| Q4 2014 | REGN
REGENERON PHARM | United States | COM | 0 | 500 | +500 | $0 | $205,000 | +$205,000 | 2015-02-17 |
|---|
| Q4 2014 | F
FORD MOTOR CO | United States | COM | 0 | 13,146 | +13,146 | $0 | $204,000 | +$204,000 | 2015-02-17 |
|---|
| Q4 2014 | SHW
SHERWIN WILLIAM | United States | COM | 0 | 771 | +771 | $0 | $203,000 | +$203,000 | 2015-02-17 |
|---|
| Q4 2014 | ED
CONSOLIDATED ED | United States | COM | 0 | 3,079 | +3,079 | $0 | $203,000 | +$203,000 | 2015-02-17 |
|---|
| Q4 2014 | COR
AMERISOURCEBERG | United States | COM | 0 | 2,197 | +2,197 | $0 | $198,000 | +$198,000 | 2015-02-17 |
|---|
| Q4 2014 | TXN
TEXAS INSTRUMEN | United States | COM | 0 | 3,661 | +3,661 | $0 | $196,000 | +$196,000 | 2015-02-17 |
|---|
| Q4 2014 | TAP
MOLSON COORS BR | | COM | 0 | 2,624 | +2,624 | $0 | $196,000 | +$196,000 | 2015-02-17 |
|---|
| Q4 2014 | SCHW
CHARLES SCHWAB | United States | COM | 0 | 6,476 | +6,476 | $0 | $196,000 | +$196,000 | 2015-02-17 |
|---|
| Q4 2014 | CAT
CATERPILLAR INC | United States | COM | 0 | 2,082 | +2,082 | $0 | $191,000 | +$191,000 | 2015-02-17 |
|---|
| Q4 2014 | NEE
NEXTERA ENERGY | United States | COM | 0 | 1,774 | +1,774 | $0 | $189,000 | +$189,000 | 2015-02-17 |
|---|
| Q4 2014 | CRM
SALESFORCE.COM | United States | COM | 0 | 3,175 | +3,175 | $0 | $188,000 | +$188,000 | 2015-02-17 |
|---|
| Q4 2014 | HAL
HALLIBURTON COM | United States | COM | 0 | 4,716 | +4,716 | $0 | $185,000 | +$185,000 | 2015-02-17 |
|---|
| Q4 2014 | EL
ESTEE LAUDER CO | United States | COM | 0 | 2,410 | +2,410 | $0 | $184,000 | +$184,000 | 2015-02-17 |
|---|
| Q4 2014 | PRU
PRUDENTIAL FINA | United States | COM | 0 | 2,007 | +2,007 | $0 | $182,000 | +$182,000 | 2015-02-17 |
|---|
| Q4 2014 | TSLA
TESLA MOTORS IN | United States | COM | 0 | 820 | +820 | $0 | $182,000 | +$182,000 | 2015-02-17 |
|---|
| Q4 2014 | M
MACYS INC | United States | COM | 0 | 2,774 | +2,774 | $0 | $182,000 | +$182,000 | 2015-02-17 |
|---|
| Q4 2014 | PEG
PUBLIC SERVICE | United States | COM | 0 | 4,380 | +4,380 | $0 | $181,000 | +$181,000 | 2015-02-17 |
|---|
| Q4 2014 | INTU
INTUIT INC | United States | COM | 0 | 1,960 | +1,960 | $0 | $181,000 | +$181,000 | 2015-02-17 |
|---|
| Q4 2014 | DVA
DAVITA HEALTHCA | United States | COM | 0 | 2,385 | +2,385 | $0 | $181,000 | +$181,000 | 2015-02-17 |
|---|
| Q4 2014 | BA
BOEING CO | United States | COM | 0 | 1,380 | +1,380 | $0 | $179,000 | +$179,000 | 2015-02-17 |
|---|
| Q4 2014 | PSX
PHILLIPS 66 | United States | COM | 0 | 2,470 | +2,470 | $0 | $177,000 | +$177,000 | 2015-02-17 |
|---|
| Q4 2014 | GM
GENERAL MOTORS | United States | COM | 0 | 5,065 | +5,065 | $0 | $177,000 | +$177,000 | 2015-02-17 |
|---|
| Q4 2014 | EIX
EDISON INTERNAT | United States | COM | 0 | 2,688 | +2,688 | $0 | $176,000 | +$176,000 | 2015-02-17 |
|---|
| Q4 2014 | HONZZZZ
HONEYWELL INTL | | COM | 0 | 1,752 | +1,752 | $0 | $175,000 | +$175,000 | 2015-02-17 |
|---|
| Q4 2014 | HIG
HARTFORD FINANC | United States | COM | 0 | 4,179 | +4,179 | $0 | $174,000 | +$174,000 | 2015-02-17 |
|---|
| Q4 2014 | EW
EDWARDS LIFESCI | United States | COM | 0 | 1,363 | +1,363 | $0 | $174,000 | +$174,000 | 2015-02-17 |
|---|
| Q4 2014 | SYY
SYSCO CORP | United States | COM | 0 | 4,361 | +4,361 | $0 | $173,000 | +$173,000 | 2015-02-17 |
|---|
| Q4 2014 | CMI
CUMMINS INC | United States | COM | 0 | 1,197 | +1,197 | $0 | $173,000 | +$173,000 | 2015-02-17 |
|---|
| Q4 2014 | ZBH
ZIMMER HOLDINGS | United States | COM | 0 | 1,517 | +1,517 | $0 | $172,000 | +$172,000 | 2015-02-17 |
|---|
| Q4 2014 | ADI
ANALOG DEVICES | United States | COM | 0 | 3,067 | +3,067 | $0 | $170,000 | +$170,000 | 2015-02-17 |
|---|
| Q4 2014 | NI
NISOURCE INC | United States | COM | 0 | 3,991 | +3,991 | $0 | $169,000 | +$169,000 | 2015-02-17 |
|---|
| Q4 2014 | HAS
HASBRO INC | United States | COM | 0 | 3,025 | +3,025 | $0 | $166,000 | +$166,000 | 2015-02-17 |
|---|
| Q4 2014 | PGR
PROGRESSIVE COR | United States | COM | 0 | 6,128 | +6,128 | $0 | $165,000 | +$165,000 | 2015-02-17 |
|---|
| Q4 2014 | GWW
W W GRAINGER IN | United States | COM | 0 | 647 | +647 | $0 | $165,000 | +$165,000 | 2015-02-17 |
|---|
| Q4 2014 | BFB
BROWN-FORMAN CO | | COM | 0 | 1,873 | +1,873 | $0 | $165,000 | +$165,000 | 2015-02-17 |
|---|
| Q4 2014 | ETR
ENTERGY CORP NE | United States | COM | 0 | 1,888 | +1,888 | $0 | $165,000 | +$165,000 | 2015-02-17 |
|---|
| Q4 2014 | FISV
FISERV INC | United States | COM | 0 | 2,316 | +2,316 | $0 | $164,000 | +$164,000 | 2015-02-17 |
|---|
| Q4 2014 | STZ
CONSTELLATION B | United States | COM | 0 | 1,661 | +1,661 | $0 | $163,000 | +$163,000 | 2015-02-17 |
|---|
| Q4 2014 | MCD
MCDONALDS CORP | United States | COM | 0 | 1,719 | +1,719 | $0 | $161,000 | +$161,000 | 2015-02-17 |
|---|
| Q4 2014 | MU
MICRON TECHNOLO | United States | COM | 0 | 4,587 | +4,587 | $0 | $161,000 | +$161,000 | 2015-02-17 |
|---|
| Q4 2014 | SNA
SNAP-ON INC | United States | COM | 0 | 1,171 | +1,171 | $0 | $160,000 | +$160,000 | 2015-02-17 |
|---|
| Q4 2014 | IPG
INTERPUBLIC GRO | United States | COM | 0 | 7,474 | +7,474 | $0 | $155,000 | +$155,000 | 2015-02-17 |
|---|
| Q4 2014 | CLX
CLOROX CO | United States | COM | 0 | 1,491 | +1,491 | $0 | $155,000 | +$155,000 | 2015-02-17 |
|---|
| Q4 2014 | WMB
WILLIAMS COMPAN | United States | COM | 0 | 3,372 | +3,372 | $0 | $152,000 | +$152,000 | 2015-02-17 |
|---|
| Q4 2014 | MPC
MARATHON PETE C | United States | COM | 0 | 1,684 | +1,684 | $0 | $152,000 | +$152,000 | 2015-02-17 |
|---|
| Q4 2014 | VTR
VENTAS INC | United States | COM | 0 | 2,108 | +2,108 | $0 | $151,000 | +$151,000 | 2015-02-17 |
|---|
| Q4 2014 | MAC
MACERICH CO | United States | COM | 0 | 1,816 | +1,816 | $0 | $151,000 | +$151,000 | 2015-02-17 |
|---|
| Q4 2014 | PAYX
PAYCHEX INC | United States | COM | 0 | 3,237 | +3,237 | $0 | $149,000 | +$149,000 | 2015-02-17 |
|---|
| Q4 2014 | WM
WASTE MANAGEMEN | United States | COM | 0 | 2,909 | +2,909 | $0 | $149,000 | +$149,000 | 2015-02-17 |
|---|
| Q4 2014 | FE
FIRSTENERGY COR | United States | COM | 0 | 3,760 | +3,760 | $0 | $147,000 | +$147,000 | 2015-02-17 |
|---|
| Q4 2014 | FMC
FMC CORP NEW | United States | COM | 0 | 2,584 | +2,584 | $0 | $147,000 | +$147,000 | 2015-02-17 |
|---|
| Q4 2014 | R
RYDER SYSTEM IN | United States | COM | 0 | 1,569 | +1,569 | $0 | $146,000 | +$146,000 | 2015-02-17 |
|---|
| Q4 2014 | AVB
AVALONBAY COMMU | United States | COM | 0 | 895 | +895 | $0 | $146,000 | +$146,000 | 2015-02-17 |
|---|
| Q4 2014 | VNO
VORNADO REALTY | United States | COM | 0 | 1,226 | +1,226 | $0 | $144,000 | +$144,000 | 2015-02-17 |
|---|
| Q4 2014 | ISRG
INTUITIVE SURGI | United States | COM | 0 | 270 | +270 | $0 | $143,000 | +$143,000 | 2015-02-17 |
|---|
| Q4 2014 | DAL
DELTA AIR LINES | United States | COM | 0 | 2,912 | +2,912 | $0 | $143,000 | +$143,000 | 2015-02-17 |
|---|
| Q4 2014 | SLB
SCHLUMBERGER LT | | COM | 0 | 1,648 | +1,648 | $0 | $141,000 | +$141,000 | 2015-02-17 |
|---|
| Q4 2014 | VLO
VALERO ENERGY C | United States | COM | 0 | 2,826 | +2,826 | $0 | $140,000 | +$140,000 | 2015-02-17 |
|---|
| Q4 2014 | GIS
GENERAL MILLS I | United States | COM | 0 | 2,627 | +2,627 | $0 | $140,000 | +$140,000 | 2015-02-17 |
|---|
| Q4 2014 | HP
HELMERICH & PAY | United States | COM | 0 | 2,058 | +2,058 | $0 | $139,000 | +$139,000 | 2015-02-17 |
|---|
| Q4 2014 | ADSK
AUTODESK INC | United States | COM | 0 | 2,275 | +2,275 | $0 | $137,000 | +$137,000 | 2015-02-17 |
|---|
| Q4 2014 | MAT
MATTEL INC | United States | COM | 0 | 4,391 | +4,391 | $0 | $136,000 | +$136,000 | 2015-02-17 |
|---|
| Q4 2014 | NDAQ
NASDAQ OMX GROU | United States | COM | 0 | 2,846 | +2,846 | $0 | $136,000 | +$136,000 | 2015-02-17 |
|---|
| Q4 2014 | DVN
DEVON ENERGY CO | United States | COM | 0 | 2,217 | +2,217 | $0 | $136,000 | +$136,000 | 2015-02-17 |
|---|
| Q4 2014 | HST
HOST HOTELS & R | United States | COM | 0 | 5,660 | +5,660 | $0 | $135,000 | +$135,000 | 2015-02-17 |
|---|
| Q4 2014 | SWK
STANLEY BLACK & | United States | COM | 0 | 1,381 | +1,381 | $0 | $133,000 | +$133,000 | 2015-02-17 |
|---|
| Q4 2014 | ADP
AUTOMATIC DATA | United States | COM | 0 | 1,600 | +1,600 | $0 | $133,000 | +$133,000 | 2015-02-17 |
|---|
| Q4 2014 | GLW
CORNING INC | United States | COM | 0 | 5,739 | +5,739 | $0 | $132,000 | +$132,000 | 2015-02-17 |
|---|
| Q4 2014 | RHI
ROBERT HALF INT | United States | COM | 0 | 2,229 | +2,229 | $0 | $130,000 | +$130,000 | 2015-02-17 |
|---|
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