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 2015: Stock VZ; Country of operation United States; Class COM; Shares before 25,627.
- Q2 2015: Stock WMT; Country of operation United States; Class COM; Shares before 9,254.
- Q2 2015: Stock UNP; Country of operation United States; Class COM; Shares before 7,471.
- Q2 2015: Stock COST; Country of operation United States; Class COM; Shares before 5,276.
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 2015 | VZ
VERIZON COMMUNI | United States | COM | 25,627 | 13,987 | -11,640 | $1,246,000 | $652,000 | -$594,000 | 2015-08-18 |
|---|
| Q2 2015 | WMT
WAL-MART STORES | United States | COM | 9,254 | 6,491 | -2,763 | $761,000 | $460,000 | -$301,000 | 2015-08-18 |
|---|
| Q2 2015 | UNP
UNION PACIFIC C | United States | COM | 7,471 | 5,719 | -1,752 | $809,000 | $545,000 | -$264,000 | 2015-08-18 |
|---|
| Q2 2015 | COST
COSTCO WHOLESAL | United States | COM | 5,276 | 4,277 | -999 | $799,000 | $578,000 | -$221,000 | 2015-08-18 |
|---|
| Q2 2015 | MSI
MOTOROLA SOLUTI | United States | COM | 4,267 | 1,189 | -3,078 | $284,000 | $68,000 | -$216,000 | 2015-08-18 |
|---|
| Q2 2015 | NSC
NORFOLK SOUTHER | United States | COM | 2,884 | 1,056 | -1,828 | $297,000 | $92,000 | -$205,000 | 2015-08-18 |
|---|
| Q2 2015 | DUK
DUKE ENERGY COR | United States | COM | 5,634 | 3,647 | -1,987 | $433,000 | $258,000 | -$175,000 | 2015-08-18 |
|---|
| Q2 2015 | KMI
KINDER MORGAN I | United States | COM | 12,403 | 9,280 | -3,123 | $522,000 | $356,000 | -$166,000 | 2015-08-18 |
|---|
| Q2 2015 | QCOM
QUALCOMM INC | United States | COM | 8,449 | 7,029 | -1,420 | $586,000 | $440,000 | -$146,000 | 2015-08-18 |
|---|
| Q2 2015 | TRV
THE TRAVELERS C | United States | COM | 4,953 | 4,046 | -907 | $536,000 | $391,000 | -$145,000 | 2015-08-18 |
|---|
| Q2 2015 | MDT
MEDTRONIC PLC | Ireland | COM | 10,044 | 8,682 | -1,362 | $783,000 | $643,000 | -$140,000 | 2015-08-18 |
|---|
| Q2 2015 | LUV
SOUTHWEST AIRLI | United States | COM | 9,429 | 8,505 | -924 | $418,000 | $281,000 | -$137,000 | 2015-08-18 |
|---|
| Q2 2015 | SPG
SIMON PROPERTY | United States | COM | 2,808 | 2,524 | -284 | $549,000 | $437,000 | -$112,000 | 2015-08-18 |
|---|
| Q2 2015 | WM
WASTE MANAGEMEN | United States | COM | 4,421 | 2,837 | -1,584 | $240,000 | $131,000 | -$109,000 | 2015-08-18 |
|---|
| Q2 2015 | ADSK
AUTODESK INC | United States | COM | 2,742 | 1,283 | -1,459 | $161,000 | $64,000 | -$97,000 | 2015-08-18 |
|---|
| Q2 2015 | FMC
FMC CORP NEW | United States | COM | 2,829 | 1,237 | -1,592 | $162,000 | $65,000 | -$97,000 | 2015-08-18 |
|---|
| Q2 2015 | CHRW
C H ROBINSON WO | United States | COM | 2,042 | 877 | -1,165 | $150,000 | $55,000 | -$95,000 | 2015-08-18 |
|---|
| Q2 2015 | GLW
CORNING INC | United States | COM | 7,480 | 4,048 | -3,432 | $170,000 | $80,000 | -$90,000 | 2015-08-18 |
|---|
| Q2 2015 | MUR
MURPHY OIL CORP | United States | COM | 2,987 | 1,269 | -1,718 | $139,000 | $53,000 | -$86,000 | 2015-08-18 |
|---|
| Q2 2015 | FLS
FLOWSERVE CORP | United States | COM | 1,616 | 455 | -1,161 | $91,000 | $24,000 | -$67,000 | 2015-08-18 |
|---|
| Q2 2015 | SO
SOUTHERN CO | United States | COM | 8,460 | 7,395 | -1,065 | $375,000 | $310,000 | -$65,000 | 2015-08-18 |
|---|
| Q2 2015 | L
LOEWS CORPORATI | United States | COM | 3,937 | 2,607 | -1,330 | $161,000 | $100,000 | -$61,000 | 2015-08-18 |
|---|
| Q2 2015 | ZBH
ZIMMER BIOMET H | United States | COM | 2,192 | 1,831 | -361 | $258,000 | $200,000 | -$58,000 | 2015-08-18 |
|---|
| Q2 2015 | SRE
SEMPRA ENERGY | United States | COM | 2,569 | 2,246 | -323 | $280,000 | $222,000 | -$58,000 | 2015-08-18 |
|---|
| Q2 2015 | IVZ
INVESCO LTD | United States | COM | 7,054 | 5,962 | -1,092 | $280,000 | $224,000 | -$56,000 | 2015-08-18 |
|---|
| Q2 2015 | AMAT
APPLIED MATERIA | United States | COM | 8,852 | 7,582 | -1,270 | $200,000 | $146,000 | -$54,000 | 2015-08-18 |
|---|
| Q2 2015 | TDC
TERADATA CORP | United States | COM | 1,546 | 413 | -1,133 | $68,000 | $15,000 | -$53,000 | 2015-08-18 |
|---|
| Q2 2015 | NWSA
NEWS CORPORATIO | United States | COM | 4,068 | 916 | -3,152 | $65,000 | $13,000 | -$52,000 | 2015-08-18 |
|---|
| Q2 2015 | IPG
INTERPUBLIC GRO | United States | COM | 9,157 | 7,873 | -1,284 | $203,000 | $152,000 | -$51,000 | 2015-08-18 |
|---|
| Q2 2015 | MAC
MACERICH CO | United States | COM | 2,130 | 1,776 | -354 | $180,000 | $132,000 | -$48,000 | 2015-08-18 |
|---|
| Q2 2015 | APD
AIR PRODUCTS & | United States | COM | 2,266 | 2,174 | -92 | $343,000 | $297,000 | -$46,000 | 2015-08-18 |
|---|
| Q2 2015 | ADP
AUTOMATIC DATA | United States | COM | 2,335 | 1,916 | -419 | $200,000 | $154,000 | -$46,000 | 2015-08-18 |
|---|
| Q2 2015 | ETR
ENTERGY CORP NE | United States | COM | 1,508 | 1,042 | -466 | $117,000 | $73,000 | -$44,000 | 2015-08-18 |
|---|
| Q2 2015 | VMRK
EQUITY RESIDENT | United States | COM | 3,597 | 3,384 | -213 | $280,000 | $237,000 | -$43,000 | 2015-08-18 |
|---|
| Q2 2015 | PAYX
PAYCHEX INC | United States | COM | 4,306 | 3,637 | -669 | $214,000 | $171,000 | -$43,000 | 2015-08-18 |
|---|
| Q2 2015 | BDX
BECTON DICKINSO | United States | COM | 2,733 | 2,473 | -260 | $392,000 | $350,000 | -$42,000 | 2015-08-18 |
|---|
| Q2 2015 | NAVI
NAVIENT CORPORA | United States | COM | 12,251 | 11,353 | -898 | $249,000 | $207,000 | -$42,000 | 2015-08-18 |
|---|
| Q2 2015 | A
AGILENT TECHNOL | United States | COM | 2,536 | 1,668 | -868 | $105,000 | $64,000 | -$41,000 | 2015-08-18 |
|---|
| Q2 2015 | RHI
ROBERT HALF INT | United States | COM | 2,731 | 2,254 | -477 | $165,000 | $125,000 | -$40,000 | 2015-08-18 |
|---|
| Q2 2015 | PEG
PUBLIC SERVICE | United States | COM | 5,572 | 4,967 | -605 | $234,000 | $195,000 | -$39,000 | 2015-08-18 |
|---|
| Q2 2015 | EIX
EDISON INTERNAT | United States | COM | 3,165 | 2,889 | -276 | $198,000 | $161,000 | -$37,000 | 2015-08-18 |
|---|
| Q2 2015 | FIS
FIDELITY NATION | United States | COM | 3,924 | 3,726 | -198 | $267,000 | $230,000 | -$37,000 | 2015-08-18 |
|---|
| Q2 2015 | VTR
VENTAS INC | United States | COM | 2,068 | 1,876 | -192 | $151,000 | $116,000 | -$35,000 | 2015-08-18 |
|---|
| Q2 2015 | BXP
BOSTON PROPERTI | United States | COM | 1,303 | 1,222 | -81 | $183,000 | $148,000 | -$35,000 | 2015-08-18 |
|---|
| Q2 2015 | HSY
HERSHEY COMPANY | United States | COM | 859 | 593 | -266 | $87,000 | $53,000 | -$34,000 | 2015-08-18 |
|---|
| Q2 2015 | IP
INTERNATIONAL P | United States | COM | 2,264 | 1,954 | -310 | $126,000 | $93,000 | -$33,000 | 2015-08-18 |
|---|
| Q2 2015 | KIM
KIMCO REALTY CO | United States | COM | 5,454 | 5,041 | -413 | $146,000 | $114,000 | -$32,000 | 2015-08-18 |
|---|
| Q2 2015 | CINF
CINCINNATI FINA | United States | COM | 2,385 | 1,899 | -486 | $127,000 | $95,000 | -$32,000 | 2015-08-18 |
|---|
| Q2 2015 | AEE
AMEREN CORP | United States | COM | 1,904 | 1,296 | -608 | $80,000 | $49,000 | -$31,000 | 2015-08-18 |
|---|
| Q2 2015 | AEP
AMERICAN ELECTR | United States | COM | 4,346 | 4,019 | -327 | $244,000 | $213,000 | -$31,000 | 2015-08-18 |
|---|
| Q2 2015 | CMI
CUMMINS INC | United States | COM | 1,163 | 991 | -172 | $161,000 | $130,000 | -$31,000 | 2015-08-18 |
|---|
| Q2 2015 | ITW
ILLINOIS TOOL W | United States | COM | 2,764 | 2,593 | -171 | $268,000 | $238,000 | -$30,000 | 2015-08-18 |
|---|
| Q2 2015 | KSS
KOHLS CORP | United States | COM | 1,702 | 1,640 | -62 | $133,000 | $103,000 | -$30,000 | 2015-08-18 |
|---|
| Q2 2015 | BBY
BEST BUY COMPAN | United States | COM | 2,959 | 2,501 | -458 | $112,000 | $82,000 | -$30,000 | 2015-08-18 |
|---|
| Q2 2015 | FSLR
FIRST SOLAR INC | United States | COM | 1,122 | 815 | -307 | $67,000 | $38,000 | -$29,000 | 2015-08-18 |
|---|
| Q2 2015 | MU
MICRON TECHNOLO | United States | COM | 2,254 | 1,673 | -581 | $61,000 | $32,000 | -$29,000 | 2015-08-18 |
|---|
| Q2 2015 | ED
CONSOLIDATED ED | United States | COM | 2,840 | 2,527 | -313 | $173,000 | $146,000 | -$27,000 | 2015-08-18 |
|---|
| Q2 2015 | ESS
ESSEX PROPERTY | United States | COM | 693 | 627 | -66 | $159,000 | $133,000 | -$26,000 | 2015-08-18 |
|---|
| Q2 2015 | CLX
CLOROX CO | United States | COM | 2,133 | 2,014 | -119 | $235,000 | $209,000 | -$26,000 | 2015-08-18 |
|---|
| Q2 2015 | FLR
FLUOR CORP NEW | United States | COM | 1,574 | 1,213 | -361 | $90,000 | $64,000 | -$26,000 | 2015-08-18 |
|---|
| Q2 2015 | AVB
AVALONBAY COMMU | United States | COM | 1,431 | 1,400 | -31 | $249,000 | $224,000 | -$25,000 | 2015-08-18 |
|---|
| Q2 2015 | MOS
MOSAIC COMPANY | United States | COM | 2,598 | 2,050 | -548 | $120,000 | $96,000 | -$24,000 | 2015-08-18 |
|---|
| Q2 2015 | KLAC
KLA-TENCOR CORP | United States | COM | 690 | 297 | -393 | $40,000 | $17,000 | -$23,000 | 2015-08-18 |
|---|
| Q2 2015 | OMC
OMNICOM GROUP I | United States | COM | 1,225 | 1,045 | -180 | $96,000 | $73,000 | -$23,000 | 2015-08-18 |
|---|
| Q2 2015 | IRM
IRON MOUNTAIN I | United States | COM | 2,702 | 2,499 | -203 | $99,000 | $77,000 | -$22,000 | 2015-08-18 |
|---|
| Q2 2015 | DGX
QUEST DIAGNOSTI | United States | COM | 2,022 | 1,836 | -186 | $155,000 | $133,000 | -$22,000 | 2015-08-18 |
|---|
| Q2 2015 | PNW
PINNACLE WEST C | United States | COM | 1,138 | 913 | -225 | $73,000 | $52,000 | -$21,000 | 2015-08-18 |
|---|
| Q2 2015 | MAR
MARRIOTT INTERN | United States | COM | 3,056 | 3,023 | -33 | $245,000 | $225,000 | -$20,000 | 2015-08-18 |
|---|
| Q2 2015 | TAP
MOLSON COORS BR | | COM | 2,490 | 2,366 | -124 | $185,000 | $165,000 | -$20,000 | 2015-08-18 |
|---|
| Q2 2015 | DTE
DTE ENERGY CO | United States | COM | 1,209 | 1,062 | -147 | $98,000 | $79,000 | -$19,000 | 2015-08-18 |
|---|
| Q2 2015 | SYY
SYSCO CORP | United States | COM | 3,940 | 3,621 | -319 | $149,000 | $131,000 | -$18,000 | 2015-08-18 |
|---|
| Q2 2015 | RSG
REPUBLIC SERVIC | United States | COM | 5,545 | 5,290 | -255 | $225,000 | $207,000 | -$18,000 | 2015-08-18 |
|---|
| Q2 2015 | SJM
SMUCKER J M COM | United States | COM | 1,247 | 1,161 | -86 | $144,000 | $126,000 | -$18,000 | 2015-08-18 |
|---|
| Q2 2015 | FE
FIRSTENERGY COR | United States | COM | 3,075 | 2,792 | -283 | $108,000 | $91,000 | -$17,000 | 2015-08-18 |
|---|
| Q2 2015 | VRSN
VERISIGN INC | United States | COM | 1,939 | 1,860 | -79 | $130,000 | $115,000 | -$15,000 | 2015-08-18 |
|---|
| Q2 2015 | RMD
RESMED INC | United States | COM | 419 | 309 | -110 | $30,000 | $17,000 | -$13,000 | 2015-08-18 |
|---|
| Q2 2015 | NDAQ
NASDAQ OMX GROU | United States | COM | 3,378 | 3,250 | -128 | $172,000 | $159,000 | -$13,000 | 2015-08-18 |
|---|
| Q2 2015 | OKE
ONEOK INC | United States | COM | 1,563 | 1,560 | -3 | $75,000 | $62,000 | -$13,000 | 2015-08-18 |
|---|
| Q2 2015 | NTAP
NETAPP INC | United States | COM | 1,589 | 1,383 | -206 | $56,000 | $44,000 | -$12,000 | 2015-08-18 |
|---|
| Q2 2015 | WY
WEYERHAEUSER CO | United States | COM | 2,828 | 2,631 | -197 | $94,000 | $83,000 | -$11,000 | 2015-08-18 |
|---|
| Q2 2015 | THC
TENET HEALTHCAR | United States | COM | 1,345 | 1,338 | -7 | $67,000 | $77,000 | +$10,000 | 2015-08-18 |
|---|
| Q2 2015 | CMS
CMS ENERGY CORP | United States | COM | 2,198 | 2,105 | -93 | $77,000 | $67,000 | -$10,000 | 2015-08-18 |
|---|
| Q2 2015 | VYX
NCR CORP NEW | United States | COM | 1,001 | 715 | -286 | $30,000 | $22,000 | -$8,000 | 2015-08-18 |
|---|
| Q2 2015 | BEN
FRANKLIN RESOUR | United States | COM | 1,162 | 1,063 | -99 | $60,000 | $52,000 | -$8,000 | 2015-08-18 |
|---|
| Q2 2015 | OII
OCEANEERING INT | United States | COM | 321 | 212 | -109 | $17,000 | $10,000 | -$7,000 | 2015-08-18 |
|---|
| Q2 2015 | OSK
OSHKOSH CORPORA | United States | COM | 281 | 158 | -123 | $14,000 | $7,000 | -$7,000 | 2015-08-18 |
|---|
| Q2 2015 | GPC
GENUINE PARTS C | United States | COM | 1,263 | 1,253 | -10 | $118,000 | $112,000 | -$6,000 | 2015-08-18 |
|---|
| Q2 2015 | GNTX
GENTEX CORP | United States | COM | 1,206 | 1,049 | -157 | $22,000 | $17,000 | -$5,000 | 2015-08-18 |
|---|
| Q2 2015 | TKR
TIMKEN CO | United States | COM | 225 | 116 | -109 | $9,000 | $4,000 | -$5,000 | 2015-08-18 |
|---|
| Q2 2015 | ARW
ARROW ELECTRONI | United States | COM | 170 | 85 | -85 | $10,000 | $5,000 | -$5,000 | 2015-08-18 |
|---|
| Q2 2015 | DHR
DANAHER CORPORA | United States | COM | 4,227 | 4,134 | -93 | $359,000 | $354,000 | -$5,000 | 2015-08-18 |
|---|
| Q2 2015 | GRMN
GARMIN LTD | | COM | 799 | 776 | -23 | $38,000 | $34,000 | -$4,000 | 2015-08-18 |
|---|
| Q2 2015 | TEX
TEREX CORP | United States | COM | 337 | 197 | -140 | $9,000 | $5,000 | -$4,000 | 2015-08-18 |
|---|
| Q2 2015 | NJR
NEW JERSEY RESO | United States | COM | 233 | 127 | -106 | $7,000 | $3,000 | -$4,000 | 2015-08-18 |
|---|
| Q2 2015 | OIS
OIL STATES INTE | United States | COM | 310 | 202 | -108 | $12,000 | $8,000 | -$4,000 | 2015-08-18 |
|---|
| Q2 2015 | GEO
GEO GROUP INC N | United States | COM | 153 | 129 | -24 | $7,000 | $4,000 | -$3,000 | 2015-08-18 |
|---|
| Q2 2015 | CLH
CLEAN HARBORS I | United States | COM | 215 | 166 | -49 | $12,000 | $9,000 | -$3,000 | 2015-08-18 |
|---|
| Q2 2015 | LECO
LINCOLN ELEC HO | United States | COM | 83 | 33 | -50 | $5,000 | $2,000 | -$3,000 | 2015-08-18 |
|---|
| Q2 2015 | MTX
MINERALS TECHNO | United States | COM | 121 | 89 | -32 | $9,000 | $6,000 | -$3,000 | 2015-08-18 |
|---|
| Q2 2015 | RYN
RAYONIER INC | United States | COM | 962 | 904 | -58 | $26,000 | $23,000 | -$3,000 | 2015-08-18 |
|---|
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