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.
- Q3 2015: Stock META; Country of operation United States; Class CL A; Shares before 0.
- Q3 2015: Stock DIS; Country of operation United States; Class COM DISNEY; Shares before 0.
- Q3 2015: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 0.
- Q3 2015: Stock CMCSA; Country of operation United States; Class CL A; 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 | META
FACEBOOK INC | United States | CL A | 0 | 257,828 | +257,828 | $0 | $23,179,000 | +$23,179,000 | 2015-11-18 |
|---|
| Q3 2015 | DIS
DISNEY WALT CO | United States | COM DISNEY | 0 | 29,676 | +29,676 | $0 | $3,033,000 | +$3,033,000 | 2015-11-18 |
|---|
| Q3 2015 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 21,932 | +21,932 | $0 | $2,860,000 | +$2,860,000 | 2015-11-18 |
|---|
| Q3 2015 | CMCSA
COMCAST CORP NEW | United States | CL A | 0 | 42,127 | +42,127 | $0 | $2,396,000 | +$2,396,000 | 2015-11-18 |
|---|
| Q3 2015 | V
VISA INC | United States | COM CL A | 0 | 33,248 | +33,248 | $0 | $2,316,000 | +$2,316,000 | 2015-11-18 |
|---|
| Q3 2015 | NKE
NIKE INC | United States | CL B | 0 | 18,571 | +18,571 | $0 | $2,284,000 | +$2,284,000 | 2015-11-18 |
|---|
| Q3 2015 | C
CITIGROUP INC | United States | COM NEW | 0 | 39,427 | +39,427 | $0 | $1,956,000 | +$1,956,000 | 2015-11-18 |
|---|
| Q3 2015 | MA
MASTERCARD INC | United States | CL A | 0 | 15,200 | +15,200 | $0 | $1,370,000 | +$1,370,000 | 2015-11-18 |
|---|
| Q3 2015 | MDLZ
MONDELEZ INTL INC | United States | CL A | 0 | 31,186 | +31,186 | $0 | $1,306,000 | +$1,306,000 | 2015-11-18 |
|---|
| Q3 2015 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 0 | 13,187 | +13,187 | $0 | $1,301,000 | +$1,301,000 | 2015-11-18 |
|---|
| Q3 2015 | AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 0 | 19,935 | +19,935 | $0 | $1,133,000 | +$1,133,000 | 2015-11-18 |
|---|
| Q3 2015 | MDT
MEDTRONIC PLC | Ireland | SHS | 0 | 14,452 | +14,452 | $0 | $967,000 | +$967,000 | 2015-11-18 |
|---|
| Q3 2015 | USB
US BANCORP DEL | United States | COM NEW | 0 | 21,791 | +21,791 | $0 | $894,000 | +$894,000 | 2015-11-18 |
|---|
| Q3 2015 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 0 | 9,917 | +9,917 | $0 | $621,000 | +$621,000 | 2015-11-18 |
|---|
| Q3 2015 | MS
MORGAN STANLEY | United States | COM NEW | 0 | 19,396 | +19,396 | $0 | $611,000 | +$611,000 | 2015-11-18 |
|---|
| Q3 2015 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 0 | 42,173 | +42,173 | $0 | $572,000 | +$572,000 | 2015-11-18 |
|---|
| Q3 2015 | LYB
LYONDELLBASELL INDUSTRIES N | | SHS - A - | 0 | 5,507 | +5,507 | $0 | $459,000 | +$459,000 | 2015-11-18 |
|---|
| Q3 2015 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 0 | 3,607 | +3,607 | $0 | $452,000 | +$452,000 | 2015-11-18 |
|---|
| Q3 2015 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 0 | 9,533 | +9,533 | $0 | $428,000 | +$428,000 | 2015-11-18 |
|---|
| Q3 2015 | PYPL
PAYPAL HLDGS INC | United States | COM | 0 | 12,186 | +12,186 | $0 | $378,000 | +$378,000 | 2015-11-18 |
|---|
| Q3 2015 | UAA
UNDER ARMOUR INC | United States | CL A | 0 | 3,707 | +3,707 | $0 | $359,000 | +$359,000 | 2015-11-18 |
|---|
| Q3 2015 | ZTS
ZOETIS INC | United States | CL A | 0 | 8,219 | +8,219 | $0 | $338,000 | +$338,000 | 2015-11-18 |
|---|
| Q3 2015 | PRGO
PERRIGO CO PLC | Ireland | SHS | 0 | 2,072 | +2,072 | $0 | $326,000 | +$326,000 | 2015-11-18 |
|---|
| Q3 2015 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 4,431 | +4,431 | $0 | $302,000 | +$302,000 | 2015-11-18 |
|---|
| Q3 2015 | VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 0 | 3,985 | +3,985 | $0 | $299,000 | +$299,000 | 2015-11-18 |
|---|
| Q3 2015 | EL
LAUDER ESTEE COS INC | United States | CL A | 0 | 3,498 | +3,498 | $0 | $282,000 | +$282,000 | 2015-11-18 |
|---|
| Q3 2015 | WELL
WELLTOWER INC | United States | COM | 0 | 3,986 | +3,986 | $0 | $270,000 | +$270,000 | 2015-11-18 |
|---|
| Q3 2015 | BFB
BROWN FORMAN CORP | | CL B | 0 | 2,719 | +2,719 | $0 | $263,000 | +$263,000 | 2015-11-18 |
|---|
| Q3 2015 | TAP
MOLSON COORS BREWING CO | | CL B | 0 | 3,019 | +3,019 | $0 | $251,000 | +$251,000 | 2015-11-18 |
|---|
| Q3 2015 | EXPE
EXPEDIA INC DEL | United States | COM NEW | 0 | 2,012 | +2,012 | $0 | $237,000 | +$237,000 | 2015-11-18 |
|---|
| Q3 2015 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 3,125 | +3,125 | $0 | $225,000 | +$225,000 | 2015-11-18 |
|---|
| Q3 2015 | EQIX
EQUINIX INC | United States | COM PAR $0.001 | 0 | 819 | +819 | $0 | $224,000 | +$224,000 | 2015-11-18 |
|---|
| Q3 2015 | TSN
TYSON FOODS INC | United States | CL A | 0 | 5,047 | +5,047 | $0 | $218,000 | +$218,000 | 2015-11-18 |
|---|
| Q3 2015 | SJM
SMUCKER J M CO | United States | COM NEW | 0 | 1,825 | +1,825 | $0 | $208,000 | +$208,000 | 2015-11-18 |
|---|
| Q3 2015 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 0 | 2,475 | +2,475 | $0 | $203,000 | +$203,000 | 2015-11-18 |
|---|
| Q3 2015 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 0 | 2,937 | +2,937 | $0 | $201,000 | +$201,000 | 2015-11-18 |
|---|
| Q3 2015 | KHC
KRAFT HEINZ CO | United States | COM | 0 | 2,744 | +2,744 | $0 | $194,000 | +$194,000 | 2015-11-18 |
|---|
| Q3 2015 | VNO
VORNADO RLTY TR | United States | SH BEN INT | 0 | 2,095 | +2,095 | $0 | $189,000 | +$189,000 | 2015-11-18 |
|---|
| Q3 2015 | CHRW
C H ROBINSON WORLDWIDE INC | United States | COM NEW | 0 | 2,639 | +2,639 | $0 | $179,000 | +$179,000 | 2015-11-18 |
|---|
| Q3 2015 | ETN
EATON CORP PLC | | SHS | 0 | 3,396 | +3,396 | $0 | $174,000 | +$174,000 | 2015-11-18 |
|---|
| Q3 2015 | UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 0 | 1,323 | +1,323 | $0 | $165,000 | +$165,000 | 2015-11-18 |
|---|
| Q3 2015 | APH
AMPHENOL CORP NEW | United States | CL A | 0 | 3,195 | +3,195 | $0 | $163,000 | +$163,000 | 2015-11-18 |
|---|
| Q3 2015 | CBRE
CBRE GROUP INC | United States | CL A | 0 | 4,820 | +4,820 | $0 | $154,000 | +$154,000 | 2015-11-18 |
|---|
| Q3 2015 | SIG
SIGNET JEWELERS LIMITED | | SHS | 0 | 1,090 | +1,090 | $0 | $148,000 | +$148,000 | 2015-11-18 |
|---|
| Q3 2015 | LEN
LENNAR CORP | United States | CL A | 0 | 3,015 | +3,015 | $0 | $145,000 | +$145,000 | 2015-11-18 |
|---|
| Q3 2015 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 0 | 261 | +261 | $0 | $120,000 | +$120,000 | 2015-11-18 |
|---|
| Q3 2015 | PNR
PENTAIR PLC | | SHS | 0 | 1,956 | +1,956 | $0 | $100,000 | +$100,000 | 2015-11-18 |
|---|
| Q3 2015 | ALLE
ALLEGION PUB LTD CO | Ireland | ORD SHS | 0 | 1,718 | +1,718 | $0 | $99,000 | +$99,000 | 2015-11-18 |
|---|
| Q3 2015 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 0 | 9,811 | +9,811 | $0 | $95,000 | +$95,000 | 2015-11-18 |
|---|
| Q3 2015 | IVZ
INVESCO LTD | United States | SHS | 0 | 2,565 | +2,565 | $0 | $80,000 | +$80,000 | 2015-11-18 |
|---|
| Q3 2015 | UAL
UNITED CONTL HLDGS INC | United States | COM | 0 | 1,273 | +1,273 | $0 | $68,000 | +$68,000 | 2015-11-18 |
|---|
| Q3 2015 | TGNA
TEGNA INC | United States | COM | 0 | 2,903 | +2,903 | $0 | $65,000 | +$65,000 | 2015-11-18 |
|---|
| Q3 2015 | RL
RALPH LAUREN CORP | United States | CL A | 0 | 537 | +537 | $0 | $63,000 | +$63,000 | 2015-11-18 |
|---|
| Q3 2015 | GME
GAMESTOP CORP NEW | United States | CL A | 0 | 1,166 | +1,166 | $0 | $48,000 | +$48,000 | 2015-11-18 |
|---|
| Q3 2015 | SKX
SKECHERS U S A INC | United States | CL A | 0 | 337 | +337 | $0 | $45,000 | +$45,000 | 2015-11-18 |
|---|
| Q3 2015 | RGA
REINSURANCE GROUP AMER INC | United States | COM NEW | 0 | 452 | +452 | $0 | $41,000 | +$41,000 | 2015-11-18 |
|---|
| Q3 2015 | NRG
NRG ENERGY INC | United States | COM NEW | 0 | 2,610 | +2,610 | $0 | $39,000 | +$39,000 | 2015-11-18 |
|---|
| Q3 2015 | NWSA
NEWS CORP NEW | United States | CL A | 0 | 2,839 | +2,839 | $0 | $36,000 | +$36,000 | 2015-11-18 |
|---|
| Q3 2015 | RIG
TRANSOCEAN LTD | | REG SHS | 0 | 2,737 | +2,737 | $0 | $35,000 | +$35,000 | 2015-11-18 |
|---|
| Q3 2015 | FMC
F M C CORP | United States | COM NEW | 0 | 991 | +991 | $0 | $34,000 | +$34,000 | 2015-11-18 |
|---|
| Q3 2015 | GRMN
GARMIN LTD | | SHS | 0 | 835 | +835 | $0 | $30,000 | +$30,000 | 2015-11-18 |
|---|
| Q3 2015 | SNV
SYNOVUS FINL CORP | United States | COM NEW | 0 | 910 | +910 | $0 | $27,000 | +$27,000 | 2015-11-18 |
|---|
| Q3 2015 | EPC
EDGEWELL PERS CARE CO | United States | COM | 0 | 319 | +319 | $0 | $26,000 | +$26,000 | 2015-11-18 |
|---|
| Q3 2015 | ALE
ALLETE INC | United States | COM NEW | 0 | 486 | +486 | $0 | $25,000 | +$25,000 | 2015-11-18 |
|---|
| Q3 2015 | ENR
ENERGIZER HLDGS INC NEW | United States | COM | 0 | 622 | +622 | $0 | $24,000 | +$24,000 | 2015-11-18 |
|---|
| Q3 2015 | SAM
BOSTON BEER INC | United States | CL A | 0 | 113 | +113 | $0 | $24,000 | +$24,000 | 2015-11-18 |
|---|
| Q3 2015 | CABO
CABLE ONE INC | United States | COM | 0 | 54 | +54 | $0 | $23,000 | +$23,000 | 2015-11-18 |
|---|
| Q3 2015 | AMCX
AMC NETWORKS INC | United States | CL A | 0 | 298 | +298 | $0 | $22,000 | +$22,000 | 2015-11-18 |
|---|
| Q3 2015 | THC
TENET HEALTHCARE CORP | United States | COM NEW | 0 | 601 | +601 | $0 | $22,000 | +$22,000 | 2015-11-18 |
|---|
| Q3 2015 | JJSF
J & J SNACK FOODS CORP | United States | COM | 0 | 174 | +174 | $0 | $20,000 | +$20,000 | 2015-11-18 |
|---|
| Q3 2015 | NWE
NORTHWESTERN CORP | United States | COM NEW | 0 | 350 | +350 | $0 | $19,000 | +$19,000 | 2015-11-18 |
|---|
| Q3 2015 | EPR
EPR PPTYS | United States | COM SH BEN INT | 0 | 348 | +348 | $0 | $18,000 | +$18,000 | 2015-11-18 |
|---|
| Q3 2015 | GNW
GENWORTH FINL INC | United States | COM CL A | 0 | 3,759 | +3,759 | $0 | $17,000 | +$17,000 | 2015-11-18 |
|---|
| Q3 2015 | ZBRA
ZEBRA TECHNOLOGIES CORP | United States | CL A | 0 | 204 | +204 | $0 | $16,000 | +$16,000 | 2015-11-18 |
|---|
| Q3 2015 | MSTR
MICROSTRATEGY INC | United States | CL A NEW | 0 | 76 | +76 | $0 | $15,000 | +$15,000 | 2015-11-18 |
|---|
| Q3 2015 | MSM
MSC INDL DIRECT INC | United States | CL A | 0 | 251 | +251 | $0 | $15,000 | +$15,000 | 2015-11-18 |
|---|
| Q3 2015 | LAD
LITHIA MTRS INC | United States | CL A | 0 | 132 | +132 | $0 | $14,000 | +$14,000 | 2015-11-18 |
|---|
| Q3 2015 | SIGI
SELECTIVE INS GROUP INC | United States | COM | 0 | 411 | +411 | $0 | $13,000 | +$13,000 | 2015-11-18 |
|---|
| Q3 2015 | CIEN
CIENA CORP | United States | COM NEW | 0 | 557 | +557 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | TDS
TELEPHONE & DATA SYS INC | United States | COM NEW | 0 | 497 | +497 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | TPH
TRI POINTE GROUP INC | United States | COM | 0 | 914 | +914 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | BIO
BIO RAD LABS INC | United States | CL A | 0 | 89 | +89 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | LAMR
LAMAR ADVERTISING CO NEW | United States | CL A | 0 | 234 | +234 | $0 | $12,000 | +$12,000 | 2015-11-18 |
|---|
| Q3 2015 | KRG
KITE RLTY GROUP TR | United States | COM NEW | 0 | 479 | +479 | $0 | $11,000 | +$11,000 | 2015-11-18 |
|---|
| Q3 2015 | IART
INTEGRA LIFESCIENCES HLDGS C | United States | COM NEW | 0 | 187 | +187 | $0 | $11,000 | +$11,000 | 2015-11-18 |
|---|
| Q3 2015 | PBA
PEMBINA PIPELINE CORP | | COM | 0 | 465 | +465 | $0 | $11,000 | +$11,000 | 2015-11-18 |
|---|
| Q3 2015 | WLY
WILEY JOHN & SONS INC | United States | CL A | 0 | 216 | +216 | $0 | $11,000 | +$11,000 | 2015-11-18 |
|---|
| Q3 2015 | CPT
CAMDEN PPTY TR | United States | SH BEN INT | 0 | 131 | +131 | $0 | $10,000 | +$10,000 | 2015-11-18 |
|---|
| Q3 2015 | CALM
CAL MAINE FOODS INC | United States | COM NEW | 0 | 160 | +160 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | SMG
SCOTTS MIRACLE GRO CO | United States | CL A | 0 | 140 | +140 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | CBU
COMMUNITY BK SYS INC | United States | COM | 0 | 237 | +237 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | LTC
LTC PPTYS INC | United States | COM | 0 | 214 | +214 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | PANW
PALO ALTO NETWORKS INC | United States | COM | 0 | 50 | +50 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | WTS
WATTS WATER TECHNOLOGIES INC | United States | CL A | 0 | 177 | +177 | $0 | $9,000 | +$9,000 | 2015-11-18 |
|---|
| Q3 2015 | AAT
AMERICAN ASSETS TR INC | United States | COM | 0 | 206 | +206 | $0 | $8,000 | +$8,000 | 2015-11-18 |
|---|
| Q3 2015 | AWR
AMERICAN STS WTR CO | United States | COM | 0 | 189 | +189 | $0 | $8,000 | +$8,000 | 2015-11-18 |
|---|
| Q3 2015 | MATW
MATTHEWS INTL CORP | United States | CL A | 0 | 173 | +173 | $0 | $8,000 | +$8,000 | 2015-11-18 |
|---|
| Q3 2015 | CDP
CORPORATE OFFICE PPTYS TR | United States | SH BEN INT | 0 | 360 | +360 | $0 | $8,000 | +$8,000 | 2015-11-18 |
|---|
| Q3 2015 | VRE
MACK CALI RLTY CORP | United States | COM | 0 | 422 | +422 | $0 | $8,000 | +$8,000 | 2015-11-18 |
|---|
| Q3 2015 | DORM
DORMAN PRODUCTS INC | United States | COM | 0 | 129 | +129 | $0 | $7,000 | +$7,000 | 2015-11-18 |
|---|
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| Firm Name | Country | 13F Value | Holdings |
|---|
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