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.
- Q1 2016: Stock INTC; Country of operation United States; Class COM; Shares before 122,064.
- Q1 2016: Stock AMZN; Country of operation United States; Class COM; Shares before 9,282.
- Q1 2016: Stock WFC; Country of operation United States; Class COM; Shares before 64,107.
- Q1 2016: Stock DIS; Country of operation United States; Class COM DISNEY; Shares before 32,321.
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 2016 | INTC
INTEL CORP | United States | COM | 122,064 | 64,184 | -57,880 | $4,205,000 | $2,076,000 | -$2,129,000 | 2016-05-18 |
|---|
| Q1 2016 | AMZN
AMAZON COM INC | United States | COM | 9,282 | 7,731 | -1,551 | $6,274,000 | $4,589,000 | -$1,685,000 | 2016-05-18 |
|---|
| Q1 2016 | WFC
WELLS FARGO & CO NEW | United States | COM | 64,107 | 41,035 | -23,072 | $3,485,000 | $1,984,000 | -$1,501,000 | 2016-05-18 |
|---|
| Q1 2016 | DIS
DISNEY WALT CO | United States | COM DISNEY | 32,321 | 20,813 | -11,508 | $3,396,000 | $2,067,000 | -$1,329,000 | 2016-05-18 |
|---|
| Q1 2016 | AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 26,129 | 8,085 | -18,044 | $1,619,000 | $437,000 | -$1,182,000 | 2016-05-18 |
|---|
| Q1 2016 | BA
BOEING CO | United States | COM | 11,357 | 4,218 | -7,139 | $1,642,000 | $535,000 | -$1,107,000 | 2016-05-18 |
|---|
| Q1 2016 | JPM
JPMORGAN CHASE & CO | United States | COM | 55,854 | 43,915 | -11,939 | $3,688,000 | $2,601,000 | -$1,087,000 | 2016-05-18 |
|---|
| Q1 2016 | PFE
PFIZER INC | United States | COM | 61,940 | 33,247 | -28,693 | $1,999,000 | $985,000 | -$1,014,000 | 2016-05-18 |
|---|
| Q1 2016 | C
CITIGROUP INC | United States | COM NEW | 57,952 | 48,572 | -9,380 | $2,999,000 | $2,028,000 | -$971,000 | 2016-05-18 |
|---|
| Q1 2016 | HD
HOME DEPOT INC | United States | COM | 31,047 | 24,218 | -6,829 | $4,106,000 | $3,231,000 | -$875,000 | 2016-05-18 |
|---|
| Q1 2016 | BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 40,046 | 30,400 | -9,646 | $2,755,000 | $1,942,000 | -$813,000 | 2016-05-18 |
|---|
| Q1 2016 | MDLZ
MONDELEZ INTL INC | United States | CL A | 32,066 | 15,741 | -16,325 | $1,438,000 | $632,000 | -$806,000 | 2016-05-18 |
|---|
| Q1 2016 | LLY
LILLY ELI & CO | United States | COM | 17,149 | 9,848 | -7,301 | $1,445,000 | $709,000 | -$736,000 | 2016-05-18 |
|---|
| Q1 2016 | LOW
LOWES COS INC | United States | COM | 18,147 | 10,159 | -7,988 | $1,380,000 | $770,000 | -$610,000 | 2016-05-18 |
|---|
| Q1 2016 | CSCO
CISCO SYS INC | United States | COM | 84,644 | 59,369 | -25,275 | $2,299,000 | $1,690,000 | -$609,000 | 2016-05-18 |
|---|
| Q1 2016 | GM
GENERAL MTRS CO | United States | COM | 25,251 | 10,666 | -14,585 | $859,000 | $335,000 | -$524,000 | 2016-05-18 |
|---|
| Q1 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 8,400 | 4,397 | -4,003 | $1,156,000 | $666,000 | -$490,000 | 2016-05-18 |
|---|
| Q1 2016 | SBUX
STARBUCKS CORP | United States | COM | 35,931 | 27,997 | -7,934 | $2,157,000 | $1,671,000 | -$486,000 | 2016-05-18 |
|---|
| Q1 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 5,844 | 4,146 | -1,698 | $1,053,000 | $651,000 | -$402,000 | 2016-05-18 |
|---|
| Q1 2016 | NKE
NIKE INC | United States | CL B | 34,773 | 29,429 | -5,344 | $2,173,000 | $1,809,000 | -$364,000 | 2016-05-18 |
|---|
| Q1 2016 | BNY
BANK NEW YORK MELLON CORP | United States | COM | 25,282 | 19,027 | -6,255 | $1,042,000 | $701,000 | -$341,000 | 2016-05-18 |
|---|
| Q1 2016 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 7,356 | 4,255 | -3,101 | $701,000 | $360,000 | -$341,000 | 2016-05-18 |
|---|
| Q1 2016 | REGN
REGENERON PHARMACEUTICALS | United States | COM | 1,026 | 610 | -416 | $557,000 | $220,000 | -$337,000 | 2016-05-18 |
|---|
| Q1 2016 | MCK
MCKESSON CORP | United States | COM | 3,278 | 1,994 | -1,284 | $647,000 | $314,000 | -$333,000 | 2016-05-18 |
|---|
| Q1 2016 | MA
MASTERCARD INC | United States | CL A | 16,203 | 13,289 | -2,914 | $1,578,000 | $1,256,000 | -$322,000 | 2016-05-18 |
|---|
| Q1 2016 | AMGN
AMGEN INC | United States | COM | 13,889 | 13,134 | -755 | $2,255,000 | $1,969,000 | -$286,000 | 2016-05-18 |
|---|
| Q1 2016 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 5,067 | 3,251 | -1,816 | $719,000 | $460,000 | -$259,000 | 2016-05-18 |
|---|
| Q1 2016 | CRM
SALESFORCE COM INC | United States | COM | 10,398 | 7,588 | -2,810 | $815,000 | $560,000 | -$255,000 | 2016-05-18 |
|---|
| Q1 2016 | ABT
ABBOTT LABS | United States | COM | 21,753 | 17,424 | -4,329 | $977,000 | $729,000 | -$248,000 | 2016-05-18 |
|---|
| Q1 2016 | VLO
VALERO ENERGY CORP NEW | United States | COM | 8,250 | 5,352 | -2,898 | $583,000 | $343,000 | -$240,000 | 2016-05-18 |
|---|
| Q1 2016 | MET
METLIFE INC | United States | COM | 20,928 | 18,071 | -2,857 | $1,009,000 | $794,000 | -$215,000 | 2016-05-18 |
|---|
| Q1 2016 | USB
US BANCORP DEL | United States | COM NEW | 23,121 | 19,068 | -4,053 | $987,000 | $774,000 | -$213,000 | 2016-05-18 |
|---|
| Q1 2016 | ADBE
ADOBE SYS INC | United States | COM | 8,243 | 6,177 | -2,066 | $774,000 | $579,000 | -$195,000 | 2016-05-18 |
|---|
| Q1 2016 | BIIB
BIOGEN INC | United States | COM | 2,918 | 2,703 | -215 | $894,000 | $704,000 | -$190,000 | 2016-05-18 |
|---|
| Q1 2016 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 7,735 | 5,767 | -1,968 | $654,000 | $480,000 | -$174,000 | 2016-05-18 |
|---|
| Q1 2016 | LYB
LYONDELLBASELL INDUSTRIES N | | SHS - A - | 6,440 | 4,571 | -1,869 | $560,000 | $391,000 | -$169,000 | 2016-05-18 |
|---|
| Q1 2016 | NFLX
NETFLIX INC | United States | COM | 6,829 | 6,105 | -724 | $781,000 | $624,000 | -$157,000 | 2016-05-18 |
|---|
| Q1 2016 | MPC
MARATHON PETE CORP | United States | COM | 7,569 | 6,593 | -976 | $392,000 | $245,000 | -$147,000 | 2016-05-18 |
|---|
| Q1 2016 | CVX
CHEVRON CORP NEW | United States | COM | 39,768 | 36,005 | -3,763 | $3,578,000 | $3,435,000 | -$143,000 | 2016-05-18 |
|---|
| Q1 2016 | V
VISA INC | United States | COM CL A | 33,926 | 32,578 | -1,348 | $2,631,000 | $2,492,000 | -$139,000 | 2016-05-18 |
|---|
| Q1 2016 | MDT
MEDTRONIC PLC | Ireland | SHS | 23,908 | 22,832 | -1,076 | $1,839,000 | $1,712,000 | -$127,000 | 2016-05-18 |
|---|
| Q1 2016 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 14,855 | 12,381 | -2,474 | $1,552,000 | $1,429,000 | -$123,000 | 2016-05-18 |
|---|
| Q1 2016 | HUM
HUMANA INC | United States | COM | 3,055 | 2,313 | -742 | $545,000 | $423,000 | -$122,000 | 2016-05-18 |
|---|
| Q1 2016 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 10,050 | 7,981 | -2,069 | $509,000 | $389,000 | -$120,000 | 2016-05-18 |
|---|
| Q1 2016 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 52,233 | 45,708 | -6,525 | $736,000 | $617,000 | -$119,000 | 2016-05-18 |
|---|
| Q1 2016 | COR
AMERISOURCEBERGEN CORP | United States | COM | 3,109 | 2,426 | -683 | $322,000 | $210,000 | -$112,000 | 2016-05-18 |
|---|
| Q1 2016 | LUV
SOUTHWEST AIRLS CO | United States | COM | 13,696 | 10,810 | -2,886 | $590,000 | $484,000 | -$106,000 | 2016-05-18 |
|---|
| Q1 2016 | EBAY
EBAY INC | United States | COM | 11,344 | 9,082 | -2,262 | $312,000 | $217,000 | -$95,000 | 2016-05-18 |
|---|
| Q1 2016 | AZO
AUTOZONE INC | United States | COM | 771 | 604 | -167 | $572,000 | $481,000 | -$91,000 | 2016-05-18 |
|---|
| Q1 2016 | ILMN
ILLUMINA INC | United States | COM | 2,691 | 2,646 | -45 | $517,000 | $429,000 | -$88,000 | 2016-05-18 |
|---|
| Q1 2016 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 2,029 | 1,896 | -133 | $520,000 | $446,000 | -$74,000 | 2016-05-18 |
|---|
| Q1 2016 | SNA
SNAP ON INC | United States | COM | 1,586 | 1,289 | -297 | $272,000 | $202,000 | -$70,000 | 2016-05-18 |
|---|
| Q1 2016 | PRU
PRUDENTIAL FINL INC | United States | COM | 6,556 | 6,539 | -17 | $534,000 | $472,000 | -$62,000 | 2016-05-18 |
|---|
| Q1 2016 | EA
ELECTRONIC ARTS INC | United States | COM | 4,925 | 4,190 | -735 | $338,000 | $277,000 | -$61,000 | 2016-05-18 |
|---|
| Q1 2016 | ZTS
ZOETIS INC | United States | CL A | 9,192 | 8,619 | -573 | $440,000 | $382,000 | -$58,000 | 2016-05-18 |
|---|
| Q1 2016 | RF
REGIONS FINL CORP NEW | United States | COM | 17,391 | 14,459 | -2,932 | $167,000 | $114,000 | -$53,000 | 2016-05-18 |
|---|
| Q1 2016 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 21,594 | 18,477 | -3,117 | $398,000 | $348,000 | -$50,000 | 2016-05-18 |
|---|
| Q1 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 10,161 | 10,096 | -65 | $1,641,000 | $1,591,000 | -$50,000 | 2016-05-18 |
|---|
| Q1 2016 | CTAS
CINTAS CORP | United States | COM | 3,519 | 3,041 | -478 | $320,000 | $273,000 | -$47,000 | 2016-05-18 |
|---|
| Q1 2016 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 3,787 | 3,257 | -530 | $539,000 | $492,000 | -$47,000 | 2016-05-18 |
|---|
| Q1 2016 | AVB
AVALONBAY CMNTYS INC | United States | COM | 1,989 | 1,691 | -298 | $366,000 | $322,000 | -$44,000 | 2016-05-18 |
|---|
| Q1 2016 | ORLY
O REILLY AUTOMOTIVE INC NEW | United States | COM | 2,426 | 2,096 | -330 | $615,000 | $574,000 | -$41,000 | 2016-05-18 |
|---|
| Q1 2016 | FITB
FIFTH THIRD BANCORP | United States | COM | 11,092 | 10,945 | -147 | $223,000 | $183,000 | -$40,000 | 2016-05-18 |
|---|
| Q1 2016 | IFF
INTERNATIONAL FLAVORS&FRAGRA | United States | COM | 2,085 | 1,847 | -238 | $249,000 | $210,000 | -$39,000 | 2016-05-18 |
|---|
| Q1 2016 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 2,132 | 2,011 | -121 | $405,000 | $368,000 | -$37,000 | 2016-05-18 |
|---|
| Q1 2016 | AFL
AFLAC INC | United States | COM | 4,823 | 4,110 | -713 | $289,000 | $260,000 | -$29,000 | 2016-05-18 |
|---|
| Q1 2016 | PSX
PHILLIPS 66 | United States | COM | 6,876 | 6,806 | -70 | $562,000 | $589,000 | +$27,000 | 2016-05-18 |
|---|
| Q1 2016 | EMR
EMERSON ELEC CO | United States | COM | 10,895 | 10,066 | -829 | $521,000 | $547,000 | +$26,000 | 2016-05-18 |
|---|
| Q1 2016 | BFB
BROWN FORMAN CORP | | CL B | 2,640 | 2,407 | -233 | $262,000 | $237,000 | -$25,000 | 2016-05-18 |
|---|
| Q1 2016 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 3,668 | 3,322 | -346 | $356,000 | $340,000 | -$16,000 | 2016-05-18 |
|---|
| Q1 2016 | DHR
DANAHER CORP DEL | United States | COM | 7,432 | 7,109 | -323 | $690,000 | $674,000 | -$16,000 | 2016-05-18 |
|---|
| Q1 2016 | CAT
CATERPILLAR INC DEL | United States | COM | 9,612 | 8,716 | -896 | $653,000 | $667,000 | +$14,000 | 2016-05-18 |
|---|
| Q1 2016 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 448 | 429 | -19 | $245,000 | $258,000 | +$13,000 | 2016-05-18 |
|---|
| Q1 2016 | CLX
CLOROX CO DEL | United States | COM | 2,853 | 2,780 | -73 | $362,000 | $350,000 | -$12,000 | 2016-05-18 |
|---|
| Q1 2016 | EFX
EQUIFAX INC | United States | COM | 2,219 | 2,062 | -157 | $247,000 | $236,000 | -$11,000 | 2016-05-18 |
|---|
| Q1 2016 | UAA
UNDER ARMOUR INC | United States | CL A | 2,648 | 2,574 | -74 | $213,000 | $218,000 | +$5,000 | 2016-05-18 |
|---|
| Q1 2016 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 4,834 | 4,388 | -446 | $448,000 | $450,000 | +$2,000 | 2016-05-18 |
|---|
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|---|
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