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.
- Q1 2015: Stock MDT; Country of operation Ireland; Class COM; Shares before 0.
- Q1 2015: Stock ZTS; Country of operation United States; Class COM; Shares before 0.
- Q1 2015: Stock ETN; Country of operation —; Class COM; Shares before 0.
- Q1 2015: Stock VRSN; 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 |
|---|
| Q1 2015 | MDT
MEDTRONIC PLC | Ireland | COM | 0 | 10,044 | +10,044 | $0 | $783,000 | +$783,000 | 2015-05-14 |
|---|
| Q1 2015 | ZTS
ZOETIS INC | United States | COM | 0 | 8,961 | +8,961 | $0 | $415,000 | +$415,000 | 2015-05-14 |
|---|
| Q1 2015 | ETN
EATON CORPORATI | | COM | 0 | 3,860 | +3,860 | $0 | $262,000 | +$262,000 | 2015-05-14 |
|---|
| Q1 2015 | VRSN
VERISIGN INC | United States | COM | 0 | 1,939 | +1,939 | $0 | $130,000 | +$130,000 | 2015-05-14 |
|---|
| Q1 2015 | IRM
IRON MOUNTAIN I | United States | COM | 0 | 2,702 | +2,702 | $0 | $99,000 | +$99,000 | 2015-05-14 |
|---|
| Q1 2015 | ES
EVERSOURCE ENER | United States | COM | 0 | 1,811 | +1,811 | $0 | $91,000 | +$91,000 | 2015-05-14 |
|---|
| Q1 2015 | HCA
HCA HOLDINGS IN | United States | COM | 0 | 1,125 | +1,125 | $0 | $85,000 | +$85,000 | 2015-05-14 |
|---|
| Q1 2015 | QRVO
QORVO INC | United States | COM | 0 | 811 | +811 | $0 | $65,000 | +$65,000 | 2015-05-14 |
|---|
| Q1 2015 | EQIX
EQUINIX INC | United States | COM | 0 | 182 | +182 | $0 | $42,000 | +$42,000 | 2015-05-14 |
|---|
| Q1 2015 | RIG
TRANSOCEAN LTD | | COM | 0 | 1,672 | +1,672 | $0 | $25,000 | +$25,000 | 2015-05-14 |
|---|
| Q1 2015 | KEYS
KEYSIGHT TECHNO | United States | COM | 0 | 397 | +397 | $0 | $15,000 | +$15,000 | 2015-05-14 |
|---|
| Q1 2015 | CRUS
CIRRUS LOGIC IN | United States | COM | 0 | 331 | +331 | $0 | $11,000 | +$11,000 | 2015-05-14 |
|---|
| Q1 2015 | MTD
METTLER-TOLEDO | | COM | 0 | 31 | +31 | $0 | $10,000 | +$10,000 | 2015-05-14 |
|---|
| Q1 2015 | FICO
FAIR ISAAC INC | United States | COM | 0 | 100 | +100 | $0 | $9,000 | +$9,000 | 2015-05-14 |
|---|
| Q1 2015 | SBH
SALLY BEAUTY HO | United States | COM | 0 | 260 | +260 | $0 | $9,000 | +$9,000 | 2015-05-14 |
|---|
| Q1 2015 | TYL
TYLER TECHNOLOG | United States | COM | 0 | 57 | +57 | $0 | $7,000 | +$7,000 | 2015-05-14 |
|---|
| Q1 2015 | UE
URBAN EDGE PROP | United States | COM | 0 | 242 | +242 | $0 | $6,000 | +$6,000 | 2015-05-14 |
|---|
| Q1 2015 | VMI
VALMONT INDUSTR | United States | COM | 0 | 47 | +47 | $0 | $6,000 | +$6,000 | 2015-05-14 |
|---|
| Q1 2015 | SBRA
SABRA HEALTH CA | United States | COM | 0 | 191 | +191 | $0 | $6,000 | +$6,000 | 2015-05-14 |
|---|
| Q1 2015 | MATX
MATSON INC | United States | COM | 0 | 118 | +118 | $0 | $5,000 | +$5,000 | 2015-05-14 |
|---|
| Q1 2015 | DAN
DANA HOLDING CO | United States | COM | 0 | 250 | +250 | $0 | $5,000 | +$5,000 | 2015-05-14 |
|---|
| Q1 2015 | AKR
ACADIA RLTY TR | United States | COM | 0 | 103 | +103 | $0 | $4,000 | +$4,000 | 2015-05-14 |
|---|
| Q1 2015 | NEU
NEWMARKET CORPO | United States | COM | 0 | 8 | +8 | $0 | $4,000 | +$4,000 | 2015-05-14 |
|---|
| Q1 2015 | UNF
UNIFIRST CORP-M | United States | COM | 0 | 30 | +30 | $0 | $4,000 | +$4,000 | 2015-05-14 |
|---|
| Q1 2015 | LFUS
LITTELFUSE INC | United States | COM | 0 | 29 | +29 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | WSO
WATSCO INC | United States | COM | 0 | 27 | +27 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | GIII
G-III APPAREL G | United States | COM | 0 | 25 | +25 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | BIO
BIO-RAD LABORAT | United States | COM | 0 | 19 | +19 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | CACI
CACI INTERNATIO | United States | COM | 0 | 28 | +28 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | CHE
CHEMED CORPORAT | United States | COM | 0 | 21 | +21 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | COKE
COCA COLA BOTTL | United States | COM | 0 | 27 | +27 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | CBRL
CRACKER BARREL | United States | COM | 0 | 20 | +20 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | SNX
SYNNEX CORPORAT | United States | COM | 0 | 37 | +37 | $0 | $3,000 | +$3,000 | 2015-05-14 |
|---|
| Q1 2015 | MZTI
LANCASTER COLON | United States | COM | 0 | 24 | +24 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | MKL
MARKEL CORP HOL | United States | COM | 0 | 3 | +3 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | VAC
MARRIOTT VACATI | United States | COM | 0 | 22 | +22 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | MTH
MERITAGE HOMES | United States | COM | 0 | 41 | +41 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | WST
WEST PHARMACEUT | United States | COM | 0 | 32 | +32 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | GCO
GENESCO INC | United States | COM | 0 | 25 | +25 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | ABG
ASBURY AUTOMOTI | United States | COM | 0 | 20 | +20 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | EGP
EASTGROUP PROPE | United States | COM | 0 | 36 | +36 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | MOH
MOLINA HEALTHCA | United States | COM | 0 | 27 | +27 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | VICR
VICOR CORP | United States | COM | 0 | 150 | +150 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | HELE
HELEN OF TROY L | | COM | 0 | 29 | +29 | $0 | $2,000 | +$2,000 | 2015-05-14 |
|---|
| Q1 2015 | IDT
IDT CORPORATION | United States | COM | 0 | 41 | +41 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | IBKR
INTERACTIVE BRO | United States | COM | 0 | 32 | +32 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | SLV
ISHARES SILVER | United States | ISHARES | 0 | 75 | +75 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | LAD
LITHIA MOTORS I | United States | COM | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | MGA
MAGNA INTERNATI | | COM | 0 | 20 | +20 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | MANU
MANCHESTER UNIT | | ORD CL A | 0 | 60 | +60 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | ALGT
ALLEGIANT TRAVE | United States | COM | 0 | 5 | +5 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | GPI
GROUP 1 AUTOMOT | United States | COM | 0 | 15 | +15 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | BCPC
BALCHEM CORP | United States | COM | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | BZH
BEAZER HOMES US | United States | COM | 0 | 30 | +30 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | SAM
BOSTON BEER CO | United States | COM | 0 | 4 | +4 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | CSIQ
CANADIAN SOLAR | | COM | 0 | 21 | +21 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | DIN
DINEEQUITY INC | United States | COM | 0 | 7 | +7 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | MNRO
MONRO MUFFLER B | United States | COM | 0 | 21 | +21 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | PZZA
PAPA JOHNS INTE | United States | COM | 0 | 9 | +9 | $0 | $1,000 | +$1,000 | 2015-05-14 |
|---|
| Q1 2015 | TREE
LENDINGTREE INC | United States | COM | 0 | 1 | +1 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | MPX
MARINE PRODUCTS | United States | COM | 0 | 14 | +14 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | MEI
METHODE ELECTRO | United States | COM | 0 | 10 | +10 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | BB
BLACKBERRY LTD | | COM | 0 | 50 | +50 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | DVAX
DYNAVAX TECHNOL | United States | COM | 0 | 4 | +4 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | Y104L
PDL BIOPHARMA I | United States | COM | 0 | 11 | +11 | $0 | $0 | $0 | 2015-05-14 |
|---|
| Q1 2015 | RWT
REDWOOD TRUST I | United States | COM | 0 | 10 | +10 | $0 | $0 | $0 | 2015-05-14 |
|---|
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