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.
- Q3 2014: Stock F; Country of operation United States; Class Common; Shares before 18,395.
- Q3 2014: Stock MCD; Country of operation United States; Class Common; Shares before 4,454.
- Q3 2014: Stock MAT; Country of operation United States; Class Common; Shares before 5,093.
- Q3 2014: Stock ORCL; Country of operation United States; Class Common; Shares before 16,568.
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 2014 | F
FORD MOTOR CO | United States | Common | 18,395 | 6,118 | -12,277 | $319,000 | $90,000 | -$229,000 | 2014-11-14 |
|---|
| Q3 2014 | MCD
MCDONALDS CORP | United States | Common | 4,454 | 2,503 | -1,951 | $450,000 | $237,000 | -$213,000 | 2014-11-14 |
|---|
| Q3 2014 | MAT
MATTEL INC | United States | Common | 5,093 | 1,026 | -4,067 | $203,000 | $31,000 | -$172,000 | 2014-11-14 |
|---|
| Q3 2014 | ORCL
ORACLE CORPORAT | United States | Common | 16,568 | 14,337 | -2,231 | $685,000 | $549,000 | -$136,000 | 2014-11-14 |
|---|
| Q3 2014 | QCOM
QUALCOMM INC | United States | Common | 8,438 | 7,660 | -778 | $683,000 | $573,000 | -$110,000 | 2014-11-14 |
|---|
| Q3 2014 | CVX
CHEVRON CORPORA | United States | Common | 7,025 | 6,849 | -176 | $922,000 | $817,000 | -$105,000 | 2014-11-14 |
|---|
| Q3 2014 | MOS
MOSAIC COMPANY | United States | Common | 2,794 | 744 | -2,050 | $137,000 | $33,000 | -$104,000 | 2014-11-14 |
|---|
| Q3 2014 | GHC
GRAHAM HOLDINGS | United States | Common | 123 | 4 | -119 | $91,000 | $3,000 | -$88,000 | 2014-11-14 |
|---|
| Q3 2014 | DE
DEERE & CO | United States | Common | 1,513 | 640 | -873 | $138,000 | $52,000 | -$86,000 | 2014-11-14 |
|---|
| Q3 2014 | GNW
GENWORTH FINANC | United States | Common | 6,084 | 1,845 | -4,239 | $107,000 | $24,000 | -$83,000 | 2014-11-14 |
|---|
| Q3 2014 | HSY
HERSHEY COMPANY | United States | Common | 1,189 | 481 | -708 | $115,000 | $46,000 | -$69,000 | 2014-11-14 |
|---|
| Q3 2014 | WYNN
WYNN RESORTS LT | United States | Common | 385 | 98 | -287 | $82,000 | $18,000 | -$64,000 | 2014-11-14 |
|---|
| Q3 2014 | RRC
RANGE RESOURCES | United States | Common | 995 | 324 | -671 | $85,000 | $22,000 | -$63,000 | 2014-11-14 |
|---|
| Q3 2014 | CTSH
COGNIZANT TECHN | United States | Common | 2,733 | 1,675 | -1,058 | $137,000 | $75,000 | -$62,000 | 2014-11-14 |
|---|
| Q3 2014 | AFL
AFLAC INC | United States | Common | 1,309 | 436 | -873 | $83,000 | $25,000 | -$58,000 | 2014-11-14 |
|---|
| Q3 2014 | VLO
VALERO ENERGY C | United States | Common | 1,354 | 326 | -1,028 | $69,000 | $15,000 | -$54,000 | 2014-11-14 |
|---|
| Q3 2014 | HOG
HARLEY DAVIDSON | United States | Common | 1,004 | 276 | -728 | $69,000 | $16,000 | -$53,000 | 2014-11-14 |
|---|
| Q3 2014 | FCX
FREEPORT MCMORA | United States | Common | 2,585 | 1,449 | -1,136 | $100,000 | $47,000 | -$53,000 | 2014-11-14 |
|---|
| Q3 2014 | AN
AUTONATION INC | United States | Common | 1,265 | 520 | -745 | $77,000 | $26,000 | -$51,000 | 2014-11-14 |
|---|
| Q3 2014 | PLD
PROLOGIS INC | United States | Common | 2,201 | 1,036 | -1,165 | $90,000 | $39,000 | -$51,000 | 2014-11-14 |
|---|
| Q3 2014 | BA
BOEING CO | United States | Common | 2,094 | 1,724 | -370 | $269,000 | $220,000 | -$49,000 | 2014-11-14 |
|---|
| Q3 2014 | CMI
CUMMINS INC | United States | Common | 535 | 266 | -269 | $84,000 | $35,000 | -$49,000 | 2014-11-14 |
|---|
| Q3 2014 | PH
PARKER HANNIFIN | United States | Common | 922 | 637 | -285 | $117,000 | $73,000 | -$44,000 | 2014-11-14 |
|---|
| Q3 2014 | MDLZ
MONDELEZ INTERN | United States | Common | 6,452 | 5,950 | -502 | $245,000 | $204,000 | -$41,000 | 2014-11-14 |
|---|
| Q3 2014 | PCAR
PACCAR INC | United States | Common | 1,339 | 863 | -476 | $90,000 | $49,000 | -$41,000 | 2014-11-14 |
|---|
| Q3 2014 | ADI
ANALOG DEVICES | United States | Common | 1,455 | 870 | -585 | $80,000 | $43,000 | -$37,000 | 2014-11-14 |
|---|
| Q3 2014 | KMB
KIMBERLY CLARK | United States | Common | 1,844 | 1,597 | -247 | $206,000 | $172,000 | -$34,000 | 2014-11-14 |
|---|
| Q3 2014 | MUR
MURPHY OIL CORP | United States | Common | 1,108 | 726 | -382 | $74,000 | $41,000 | -$33,000 | 2014-11-14 |
|---|
| Q3 2014 | GT
GOODYEAR TIRE & | United States | Common | 1,650 | 575 | -1,075 | $46,000 | $13,000 | -$33,000 | 2014-11-14 |
|---|
| Q3 2014 | GLW
CORNING INC | United States | Common | 6,966 | 6,542 | -424 | $156,000 | $127,000 | -$29,000 | 2014-11-14 |
|---|
| Q3 2014 | BWA
BORG WARNER AUT | United States | Common | 593 | 227 | -366 | $40,000 | $12,000 | -$28,000 | 2014-11-14 |
|---|
| Q3 2014 | BSX
BOSTON SCIENTIF | United States | Common | 3,267 | 1,317 | -1,950 | $43,000 | $16,000 | -$27,000 | 2014-11-14 |
|---|
| Q3 2014 | GM
GENERAL MOTORS | United States | Common | 3,562 | 3,363 | -199 | $134,000 | $107,000 | -$27,000 | 2014-11-14 |
|---|
| Q3 2014 | MSI
MOTOROLA SOLUTI | United States | Common | 706 | 378 | -328 | $48,000 | $24,000 | -$24,000 | 2014-11-14 |
|---|
| Q3 2014 | EQT
EQT CORPORATION | United States | Common | 983 | 871 | -112 | $104,000 | $80,000 | -$24,000 | 2014-11-14 |
|---|
| Q3 2014 | EMR
EMERSON ELECTRI | United States | Common | 1,657 | 1,419 | -238 | $112,000 | $89,000 | -$23,000 | 2014-11-14 |
|---|
| Q3 2014 | GIS
GENERAL MILLS I | United States | Common | 2,822 | 2,529 | -293 | $150,000 | $128,000 | -$22,000 | 2014-11-14 |
|---|
| Q3 2014 | TROW
PRICE T ROWE GR | United States | Common | 1,624 | 1,501 | -123 | $139,000 | $118,000 | -$21,000 | 2014-11-14 |
|---|
| Q3 2014 | FMC
FMC CORP NEW | United States | Common | 360 | 130 | -230 | $26,000 | $7,000 | -$19,000 | 2014-11-14 |
|---|
| Q3 2014 | DOV
DOVER CORPORATI | United States | Common | 860 | 755 | -105 | $78,000 | $61,000 | -$17,000 | 2014-11-14 |
|---|
| Q3 2014 | ALLE
ALLEGION PUBLIC | Ireland | Common | 905 | 797 | -108 | $52,000 | $38,000 | -$14,000 | 2014-11-14 |
|---|
| Q3 2014 | BFH
ALLIANCE DATA S | United States | Common | 318 | 310 | -8 | $91,000 | $77,000 | -$14,000 | 2014-11-14 |
|---|
| Q3 2014 | AVY
AVERY DENNISON | United States | Common | 404 | 160 | -244 | $21,000 | $7,000 | -$14,000 | 2014-11-14 |
|---|
| Q3 2014 | D
DOMINION RESOUR | United States | Common | 1,873 | 1,663 | -210 | $129,000 | $115,000 | -$14,000 | 2014-11-14 |
|---|
| Q3 2014 | EMN
EASTMAN CHEMICA | United States | Common | 550 | 448 | -102 | $49,000 | $36,000 | -$13,000 | 2014-11-14 |
|---|
| Q3 2014 | VNO
VORNADO REALTY | United States | Common | 1,146 | 1,077 | -69 | $121,000 | $108,000 | -$13,000 | 2014-11-14 |
|---|
| Q3 2014 | RF
REGIONS FINANCI | United States | Common | 5,472 | 4,665 | -807 | $60,000 | $47,000 | -$13,000 | 2014-11-14 |
|---|
| Q3 2014 | K
KELLOGG CO | United States | Common | 1,420 | 1,336 | -84 | $94,000 | $82,000 | -$12,000 | 2014-11-14 |
|---|
| Q3 2014 | FAST
FASTENAL CO | United States | Common | 1,190 | 1,069 | -121 | $60,000 | $48,000 | -$12,000 | 2014-11-14 |
|---|
| Q3 2014 | PSA
PUBLIC STORAGE | United States | Common | 547 | 488 | -59 | $93,000 | $81,000 | -$12,000 | 2014-11-14 |
|---|
| Q3 2014 | MKC
MCCORMICK & CO | United States | Common | 624 | 507 | -117 | $44,000 | $34,000 | -$10,000 | 2014-11-14 |
|---|
| Q3 2014 | NWSA
NEWS CORPORATIO | United States | Common | 3,000 | 2,732 | -268 | $55,000 | $45,000 | -$10,000 | 2014-11-14 |
|---|
| Q3 2014 | CINF
CINCINNATI FINA | United States | Common | 1,165 | 978 | -187 | $56,000 | $46,000 | -$10,000 | 2014-11-14 |
|---|
| Q3 2014 | GRMN
GARMIN LTD | | Common | 669 | 621 | -48 | $41,000 | $32,000 | -$9,000 | 2014-11-14 |
|---|
| Q3 2014 | ZBH
ZIMMER HOLDINGS | United States | Common | 1,418 | 1,388 | -30 | $149,000 | $140,000 | -$9,000 | 2014-11-14 |
|---|
| Q3 2014 | RVTY
PERKINELMER INC | United States | Common | 1,921 | 1,919 | -2 | $93,000 | $84,000 | -$9,000 | 2014-11-14 |
|---|
| Q3 2014 | L
LOEWS CORPORATI | United States | Common | 945 | 826 | -119 | $42,000 | $34,000 | -$8,000 | 2014-11-14 |
|---|
| Q3 2014 | TXT
TEXTRON INC | United States | Common | 1,239 | 1,108 | -131 | $47,000 | $40,000 | -$7,000 | 2014-11-14 |
|---|
| Q3 2014 | PBI
PITNEY BOWES IN | United States | Common | 1,874 | 1,794 | -80 | $52,000 | $45,000 | -$7,000 | 2014-11-14 |
|---|
| Q3 2014 | HRB
H & R BLOCK INC | United States | Common | 985 | 905 | -80 | $33,000 | $28,000 | -$5,000 | 2014-11-14 |
|---|
| Q3 2014 | KIM
KIMCO REALTY CO | United States | Common | 3,870 | 3,841 | -29 | $89,000 | $84,000 | -$5,000 | 2014-11-14 |
|---|
| Q3 2014 | WU
WESTERN UNION C | United States | Common | 3,984 | 3,976 | -8 | $69,000 | $64,000 | -$5,000 | 2014-11-14 |
|---|
| Q3 2014 | CPB
CAMPBELL SOUP C | United States | Common | 932 | 924 | -8 | $43,000 | $39,000 | -$4,000 | 2014-11-14 |
|---|
| Q3 2014 | FLS
FLOWSERVE CORP | United States | Common | 348 | 320 | -28 | $26,000 | $23,000 | -$3,000 | 2014-11-14 |
|---|
| Q3 2014 | VTR
VENTAS INC | United States | Common | 1,038 | 1,011 | -27 | $66,000 | $63,000 | -$3,000 | 2014-11-14 |
|---|
| Q3 2014 | HRL
HORMEL FOODS CO | United States | Common | 1,213 | 1,100 | -113 | $59,000 | $57,000 | -$2,000 | 2014-11-14 |
|---|
| Q3 2014 | IPG
INTERPUBLIC GRO | United States | Common | 1,859 | 1,831 | -28 | $36,000 | $34,000 | -$2,000 | 2014-11-14 |
|---|
| Q3 2014 | BXP
BOSTON PROPERTI | United States | Common | 619 | 617 | -2 | $73,000 | $71,000 | -$2,000 | 2014-11-14 |
|---|
| Q3 2014 | TSM
TAIWAN SEMICOND | | Common | 73 | 69 | -4 | $2,000 | $1,000 | -$1,000 | 2014-11-14 |
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