WEALTHFRONT CORP historic quarter change: USA Stocks, Reduced
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.
- Q2 2014: Stock PFE; Country of operation United States; Class Common; Shares before 21,524.
- Q2 2014: Stock BAC; Country of operation United States; Class Common; Shares before 34,200.
- Q2 2014: Stock AMGN; Country of operation United States; Class Common; Shares before 2,973.
- Q2 2014: Stock OMC; Country of operation United States; Class Common; Shares before 2,237.
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 |
|---|
| Q2 2014 | PFE
PFIZER INC | United States | Common | 21,524 | 8,035 | -13,489 | $688,000 | $245,000 | -$443,000 | 2014-07-24 |
|---|
| Q2 2014 | BAC
BANK OF AMERICA | United States | Common | 34,200 | 18,830 | -15,370 | $593,000 | $302,000 | -$291,000 | 2014-07-24 |
|---|
| Q2 2014 | AMGN
AMGEN INC | United States | Common | 2,973 | 1,478 | -1,495 | $375,000 | $181,000 | -$194,000 | 2014-07-24 |
|---|
| Q2 2014 | OMC
OMNICOM GROUP I | United States | Common | 2,237 | 449 | -1,788 | $162,000 | $33,000 | -$129,000 | 2014-07-24 |
|---|
| Q2 2014 | EBAY
EBAY INC | United States | Common | 3,077 | 1,201 | -1,876 | $172,000 | $61,000 | -$111,000 | 2014-07-24 |
|---|
| Q2 2014 | JPM
JPMORGAN CHASE | United States | Common | 9,367 | 8,117 | -1,250 | $568,000 | $464,000 | -$104,000 | 2014-07-24 |
|---|
| Q2 2014 | EFX
EQUIFAX INC | United States | Common | 1,612 | 455 | -1,157 | $112,000 | $33,000 | -$79,000 | 2014-07-24 |
|---|
| Q2 2014 | NTRS
NORTHERN TRUST | United States | Common | 2,455 | 1,529 | -926 | $161,000 | $99,000 | -$62,000 | 2014-07-24 |
|---|
| Q2 2014 | TSCO
TRACTOR SUPPLY | United States | Common | 878 | 42 | -836 | $63,000 | $3,000 | -$60,000 | 2014-07-24 |
|---|
| Q2 2014 | BMY
BRISTOL MYERS S | United States | Common | 3,121 | 2,338 | -783 | $162,000 | $113,000 | -$49,000 | 2014-07-24 |
|---|
| Q2 2014 | REGN
REGENERON PHARM | United States | Common | 285 | 145 | -140 | $87,000 | $45,000 | -$42,000 | 2014-07-24 |
|---|
| Q2 2014 | WAT
WATERS CORP | United States | Common | 588 | 239 | -349 | $64,000 | $25,000 | -$39,000 | 2014-07-24 |
|---|
| Q2 2014 | F104PAIROFF
DISCOVERY COMMU | | Common | 627 | 215 | -412 | $53,000 | $16,000 | -$37,000 | 2014-07-24 |
|---|
| Q2 2014 | MPC
MARATHON PETE C | United States | Common | 547 | 195 | -352 | $49,000 | $16,000 | -$33,000 | 2014-07-24 |
|---|
| Q2 2014 | WHR
WHIRLPOOL CORP | United States | Common | 320 | 191 | -129 | $49,000 | $27,000 | -$22,000 | 2014-07-24 |
|---|
| Q2 2014 | TJX
TJX COMPANIES I | United States | Common | 977 | 750 | -227 | $60,000 | $40,000 | -$20,000 | 2014-07-24 |
|---|
| Q2 2014 | CAH
CARDINAL HEALTH | United States | Common | 1,205 | 943 | -262 | $84,000 | $66,000 | -$18,000 | 2014-07-24 |
|---|
| Q2 2014 | TDC
TERADATA CORP | United States | Common | 501 | 209 | -292 | $24,000 | $8,000 | -$16,000 | 2014-07-24 |
|---|
| Q2 2014 | AVY
AVERY DENNISON | United States | Common | 667 | 404 | -263 | $34,000 | $21,000 | -$13,000 | 2014-07-24 |
|---|
| Q2 2014 | NEM
NEWMONT MINING | United States | Common | 1,237 | 685 | -552 | $29,000 | $17,000 | -$12,000 | 2014-07-24 |
|---|
| Q2 2014 | FITB
FIFTH THIRD BAN | United States | Common | 2,271 | 1,926 | -345 | $52,000 | $42,000 | -$10,000 | 2014-07-24 |
|---|
| Q2 2014 | HSY
HERSHEY COMPANY | United States | Common | 1,201 | 1,189 | -12 | $125,000 | $115,000 | -$10,000 | 2014-07-24 |
|---|
| Q2 2014 | TSN
TYSON FOODS INC | United States | Common | 1,089 | 972 | -117 | $47,000 | $37,000 | -$10,000 | 2014-07-24 |
|---|
| Q2 2014 | KMX
CARMAX INC | United States | Common | 978 | 707 | -271 | $46,000 | $37,000 | -$9,000 | 2014-07-24 |
|---|
| Q2 2014 | CMG
CHIPOTLE MEXICA | United States | Common | 152 | 131 | -21 | $88,000 | $79,000 | -$9,000 | 2014-07-24 |
|---|
| Q2 2014 | IFF
INTL FLAVORS & | United States | Common | 1,529 | 1,482 | -47 | $147,000 | $156,000 | +$9,000 | 2014-07-24 |
|---|
| Q2 2014 | DRI
DARDEN RESTAURA | United States | Common | 333 | 225 | -108 | $17,000 | $10,000 | -$7,000 | 2014-07-24 |
|---|
| Q2 2014 | HAS
HASBRO INC | United States | Common | 933 | 859 | -74 | $53,000 | $46,000 | -$7,000 | 2014-07-24 |
|---|
| Q2 2014 | MAS
MASCO CORP | United States | Common | 764 | 466 | -298 | $17,000 | $10,000 | -$7,000 | 2014-07-24 |
|---|
| Q2 2014 | FOSL
FOSSIL GROUP IN | United States | Common | 160 | 122 | -38 | $19,000 | $13,000 | -$6,000 | 2014-07-24 |
|---|
| Q2 2014 | PVH
PVH CORP | United States | Common | 138 | 96 | -42 | $17,000 | $11,000 | -$6,000 | 2014-07-24 |
|---|
| Q2 2014 | ZION
ZIONS BANCORPOR | United States | Common | 797 | 649 | -148 | $25,000 | $19,000 | -$6,000 | 2014-07-24 |
|---|
| Q2 2014 | FMC
FMC CORP NEW | United States | Common | 396 | 360 | -36 | $31,000 | $26,000 | -$5,000 | 2014-07-24 |
|---|
| Q2 2014 | URBN
URBAN OUTFITTER | United States | Common | 263 | 159 | -104 | $10,000 | $5,000 | -$5,000 | 2014-07-24 |
|---|
| Q2 2014 | HRB
H & R BLOCK INC | United States | Common | 1,157 | 985 | -172 | $36,000 | $33,000 | -$3,000 | 2014-07-24 |
|---|
| Q2 2014 | ALLE
ALLEGION PUBLIC | Ireland | Common | 922 | 905 | -17 | $50,000 | $52,000 | +$2,000 | 2014-07-24 |
|---|
| Q2 2014 | MSI
MOTOROLA SOLUTI | United States | Common | 776 | 706 | -70 | $50,000 | $48,000 | -$2,000 | 2014-07-24 |
|---|
| Q2 2014 | ROP
ROPER INDUSTRIE | United States | Common | 280 | 246 | -34 | $38,000 | $36,000 | -$2,000 | 2014-07-24 |
|---|
| Q2 2014 | DG
DOLLAR GENERAL | United States | Common | 499 | 466 | -33 | $28,000 | $27,000 | -$1,000 | 2014-07-24 |
|---|
| Q2 2014 | JBL
JABIL CIRCUIT I | United States | Common | 810 | 674 | -136 | $15,000 | $14,000 | -$1,000 | 2014-07-24 |
|---|
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