WEALTHFRONT CORP historic quarter change: USA Stocks, Sold out
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 2016: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 6,403.
- Q2 2016: Stock AMZN; Country of operation United States; Class COM; Shares before 7,731.
- Q2 2016: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 6,097.
- Q2 2016: Stock BAC; Country of operation United States; Class COM; Shares before 201,420.
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 2016 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,403 | 0 | -6,403 | $4,885,000 | $0 | -$4,885,000 | 2016-08-17 |
|---|
| Q2 2016 | AMZN
AMAZON COM INC | United States | COM | 7,731 | 0 | -7,731 | $4,589,000 | $0 | -$4,589,000 | 2016-08-17 |
|---|
| Q2 2016 | GOOG
ALPHABET INC | United States | CAP STK CL C | 6,097 | 0 | -6,097 | $4,542,000 | $0 | -$4,542,000 | 2016-08-17 |
|---|
| Q2 2016 | BAC
BANK AMER CORP | United States | COM | 201,420 | 0 | -201,420 | $2,723,000 | $0 | -$2,723,000 | 2016-08-17 |
|---|
| Q2 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 7,818 | 0 | -7,818 | $1,732,000 | $0 | -$1,732,000 | 2016-08-17 |
|---|
| Q2 2016 | COST
COSTCO WHSL CORP NEW | United States | COM | 10,096 | 0 | -10,096 | $1,591,000 | $0 | -$1,591,000 | 2016-08-17 |
|---|
| Q2 2016 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 6,217 | 0 | -6,217 | $1,291,000 | $0 | -$1,291,000 | 2016-08-17 |
|---|
| Q2 2016 | CB
CHUBB LIMITED | | COM | 7,681 | 0 | -7,681 | $915,000 | $0 | -$915,000 | 2016-08-17 |
|---|
| Q2 2016 | KMB
KIMBERLY CLARK CORP | United States | COM | 6,132 | 0 | -6,132 | $825,000 | $0 | -$825,000 | 2016-08-17 |
|---|
| Q2 2016 | COF
CAPITAL ONE FINL CORP | United States | COM | 11,434 | 0 | -11,434 | $792,000 | $0 | -$792,000 | 2016-08-17 |
|---|
| Q2 2016 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 3,935 | 0 | -3,935 | $779,000 | $0 | -$779,000 | 2016-08-17 |
|---|
| Q2 2016 | TJX
TJX COS INC NEW | United States | COM | 9,535 | 0 | -9,535 | $747,000 | $0 | -$747,000 | 2016-08-17 |
|---|
| Q2 2016 | BIIB
BIOGEN INC | United States | COM | 2,703 | 0 | -2,703 | $704,000 | $0 | -$704,000 | 2016-08-17 |
|---|
| Q2 2016 | TRV
TRAVELERS COMPANIES INC | United States | COM | 6,003 | 0 | -6,003 | $701,000 | $0 | -$701,000 | 2016-08-17 |
|---|
| Q2 2016 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 7,541 | 0 | -7,541 | $677,000 | $0 | -$677,000 | 2016-08-17 |
|---|
| Q2 2016 | DHR
DANAHER CORP DEL | United States | COM | 7,109 | 0 | -7,109 | $674,000 | $0 | -$674,000 | 2016-08-17 |
|---|
| Q2 2016 | PSA
PUBLIC STORAGE | United States | COM | 2,439 | 0 | -2,439 | $673,000 | $0 | -$673,000 | 2016-08-17 |
|---|
| Q2 2016 | GD
GENERAL DYNAMICS CORP | United States | COM | 5,066 | 0 | -5,066 | $666,000 | $0 | -$666,000 | 2016-08-17 |
|---|
| Q2 2016 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,397 | 0 | -4,397 | $666,000 | $0 | -$666,000 | 2016-08-17 |
|---|
| Q2 2016 | SYK
STRYKER CORP | United States | COM | 6,091 | 0 | -6,091 | $654,000 | $0 | -$654,000 | 2016-08-17 |
|---|
| Q2 2016 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 4,146 | 0 | -4,146 | $651,000 | $0 | -$651,000 | 2016-08-17 |
|---|
| Q2 2016 | NEE
NEXTERA ENERGY INC | United States | COM | 5,488 | 0 | -5,488 | $649,000 | $0 | -$649,000 | 2016-08-17 |
|---|
| Q2 2016 | TGT
TARGET CORP | United States | COM | 7,855 | 0 | -7,855 | $646,000 | $0 | -$646,000 | 2016-08-17 |
|---|
| Q2 2016 | CME
CME GROUP INC | United States | COM | 6,720 | 0 | -6,720 | $645,000 | $0 | -$645,000 | 2016-08-17 |
|---|
| Q2 2016 | KHC
KRAFT HEINZ CO | United States | COM | 8,045 | 0 | -8,045 | $632,000 | $0 | -$632,000 | 2016-08-17 |
|---|
| Q2 2016 | NFLX
NETFLIX INC | United States | COM | 6,105 | 0 | -6,105 | $624,000 | $0 | -$624,000 | 2016-08-17 |
|---|
| Q2 2016 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 7,630 | 0 | -7,630 | $616,000 | $0 | -$616,000 | 2016-08-17 |
|---|
| Q2 2016 | PSX
PHILLIPS 66 | United States | COM | 6,806 | 0 | -6,806 | $589,000 | $0 | -$589,000 | 2016-08-17 |
|---|
| Q2 2016 | ADBE
ADOBE SYS INC | United States | COM | 6,177 | 0 | -6,177 | $579,000 | $0 | -$579,000 | 2016-08-17 |
|---|
| Q2 2016 | ORLY
O REILLY AUTOMOTIVE INC NEW | United States | COM | 2,096 | 0 | -2,096 | $574,000 | $0 | -$574,000 | 2016-08-17 |
|---|
| Q2 2016 | FISV
FISERV INC | United States | COM | 5,525 | 0 | -5,525 | $567,000 | $0 | -$567,000 | 2016-08-17 |
|---|
| Q2 2016 | FDX
FEDEX CORP | United States | COM | 3,473 | 0 | -3,473 | $565,000 | $0 | -$565,000 | 2016-08-17 |
|---|
| Q2 2016 | CRM
SALESFORCE COM INC | United States | COM | 7,588 | 0 | -7,588 | $560,000 | $0 | -$560,000 | 2016-08-17 |
|---|
| Q2 2016 | INTU
INTUIT | United States | COM | 5,289 | 0 | -5,289 | $550,000 | $0 | -$550,000 | 2016-08-17 |
|---|
| Q2 2016 | GIS
GENERAL MLS INC | United States | COM | 8,500 | 0 | -8,500 | $538,000 | $0 | -$538,000 | 2016-08-17 |
|---|
| Q2 2016 | MRSH
MARSH & MCLENNAN COS INC | United States | COM | 8,853 | 0 | -8,853 | $538,000 | $0 | -$538,000 | 2016-08-17 |
|---|
| Q2 2016 | BA
BOEING CO | United States | COM | 4,218 | 0 | -4,218 | $535,000 | $0 | -$535,000 | 2016-08-17 |
|---|
| Q2 2016 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,849 | 0 | -1,849 | $526,000 | $0 | -$526,000 | 2016-08-17 |
|---|
| Q2 2016 | EL
LAUDER ESTEE COS INC | United States | CL A | 5,425 | 0 | -5,425 | $512,000 | $0 | -$512,000 | 2016-08-17 |
|---|
| Q2 2016 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 3,257 | 0 | -3,257 | $492,000 | $0 | -$492,000 | 2016-08-17 |
|---|
| Q2 2016 | AZO
AUTOZONE INC | United States | COM | 604 | 0 | -604 | $481,000 | $0 | -$481,000 | 2016-08-17 |
|---|
| Q2 2016 | NSC
NORFOLK SOUTHERN CORP | United States | COM | 5,767 | 0 | -5,767 | $480,000 | $0 | -$480,000 | 2016-08-17 |
|---|
| Q2 2016 | TSN
TYSON FOODS INC | United States | CL A | 7,147 | 0 | -7,147 | $476,000 | $0 | -$476,000 | 2016-08-17 |
|---|
| Q2 2016 | WM
WASTE MGMT INC DEL | United States | COM | 8,026 | 0 | -8,026 | $474,000 | $0 | -$474,000 | 2016-08-17 |
|---|
| Q2 2016 | PRU
PRUDENTIAL FINL INC | United States | COM | 6,539 | 0 | -6,539 | $472,000 | $0 | -$472,000 | 2016-08-17 |
|---|
| Q2 2016 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 5,283 | 0 | -5,283 | $466,000 | $0 | -$466,000 | 2016-08-17 |
|---|
| Q2 2016 | AEP
AMERICAN ELEC PWR INC | United States | COM | 6,943 | 0 | -6,943 | $461,000 | $0 | -$461,000 | 2016-08-17 |
|---|
| Q2 2016 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 3,251 | 0 | -3,251 | $460,000 | $0 | -$460,000 | 2016-08-17 |
|---|
| Q2 2016 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 4,388 | 0 | -4,388 | $450,000 | $0 | -$450,000 | 2016-08-17 |
|---|
| Q2 2016 | ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 1,896 | 0 | -1,896 | $446,000 | $0 | -$446,000 | 2016-08-17 |
|---|
| Q2 2016 | AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 8,085 | 0 | -8,085 | $437,000 | $0 | -$437,000 | 2016-08-17 |
|---|
| Q2 2016 | ILMN
ILLUMINA INC | United States | COM | 2,646 | 0 | -2,646 | $429,000 | $0 | -$429,000 | 2016-08-17 |
|---|
| Q2 2016 | YUM
YUM BRANDS INC | United States | COM | 5,216 | 0 | -5,216 | $427,000 | $0 | -$427,000 | 2016-08-17 |
|---|
| Q2 2016 | EIX
EDISON INTL | United States | COM | 5,932 | 0 | -5,932 | $426,000 | $0 | -$426,000 | 2016-08-17 |
|---|
| Q2 2016 | HUM
HUMANA INC | United States | COM | 2,313 | 0 | -2,313 | $423,000 | $0 | -$423,000 | 2016-08-17 |
|---|
| Q2 2016 | BDX
BECTON DICKINSON & CO | United States | COM | 2,740 | 0 | -2,740 | $416,000 | $0 | -$416,000 | 2016-08-17 |
|---|
| Q2 2016 | CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 6,544 | 0 | -6,544 | $410,000 | $0 | -$410,000 | 2016-08-17 |
|---|
| Q2 2016 | K
KELLOGG CO | United States | COM | 5,253 | 0 | -5,253 | $402,000 | $0 | -$402,000 | 2016-08-17 |
|---|
| Q2 2016 | EOG
EOG RES INC | United States | COM | 5,483 | 0 | -5,483 | $398,000 | $0 | -$398,000 | 2016-08-17 |
|---|
| Q2 2016 | LYB
LYONDELLBASELL INDUSTRIES N | | SHS - A - | 4,571 | 0 | -4,571 | $391,000 | $0 | -$391,000 | 2016-08-17 |
|---|
| Q2 2016 | DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 7,981 | 0 | -7,981 | $389,000 | $0 | -$389,000 | 2016-08-17 |
|---|
| Q2 2016 | PAYX
PAYCHEX INC | United States | COM | 7,142 | 0 | -7,142 | $386,000 | $0 | -$386,000 | 2016-08-17 |
|---|
| Q2 2016 | CAH
CARDINAL HEALTH INC | United States | COM | 4,688 | 0 | -4,688 | $384,000 | $0 | -$384,000 | 2016-08-17 |
|---|
| Q2 2016 | XEL
XCEL ENERGY INC | United States | COM | 9,109 | 0 | -9,109 | $381,000 | $0 | -$381,000 | 2016-08-17 |
|---|
| Q2 2016 | WEC
WEC ENERGY GROUP INC | United States | COM | 6,332 | 0 | -6,332 | $380,000 | $0 | -$380,000 | 2016-08-17 |
|---|
| Q2 2016 | DG
DOLLAR GEN CORP NEW | United States | COM | 4,435 | 0 | -4,435 | $380,000 | $0 | -$380,000 | 2016-08-17 |
|---|
| Q2 2016 | ELV
ANTHEM INC | United States | COM | 2,693 | 0 | -2,693 | $374,000 | $0 | -$374,000 | 2016-08-17 |
|---|
| Q2 2016 | PCG
PG&E CORP | United States | COM | 6,255 | 0 | -6,255 | $374,000 | $0 | -$374,000 | 2016-08-17 |
|---|
| Q2 2016 | PEG
PUBLIC SVC ENTERPRISE GROUP | United States | COM | 7,893 | 0 | -7,893 | $372,000 | $0 | -$372,000 | 2016-08-17 |
|---|
| Q2 2016 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 2,011 | 0 | -2,011 | $368,000 | $0 | -$368,000 | 2016-08-17 |
|---|
| Q2 2016 | APD
AIR PRODS & CHEMS INC | United States | COM | 2,550 | 0 | -2,550 | $367,000 | $0 | -$367,000 | 2016-08-17 |
|---|
| Q2 2016 | ED
CONSOLIDATED EDISON INC | United States | COM | 4,789 | 0 | -4,789 | $367,000 | $0 | -$367,000 | 2016-08-17 |
|---|
| Q2 2016 | UAL
UNITED CONTL HLDGS INC | United States | COM | 6,110 | 0 | -6,110 | $366,000 | $0 | -$366,000 | 2016-08-17 |
|---|
| Q2 2016 | ROST
ROSS STORES INC | United States | COM | 6,323 | 0 | -6,323 | $366,000 | $0 | -$366,000 | 2016-08-17 |
|---|
| Q2 2016 | ADI
ANALOG DEVICES INC | United States | COM | 6,116 | 0 | -6,116 | $362,000 | $0 | -$362,000 | 2016-08-17 |
|---|
| Q2 2016 | PPG
PPG INDS INC | United States | COM | 3,245 | 0 | -3,245 | $362,000 | $0 | -$362,000 | 2016-08-17 |
|---|
| Q2 2016 | PCAR
PACCAR INC | United States | COM | 6,609 | 0 | -6,609 | $361,000 | $0 | -$361,000 | 2016-08-17 |
|---|
| Q2 2016 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 4,255 | 0 | -4,255 | $360,000 | $0 | -$360,000 | 2016-08-17 |
|---|
| Q2 2016 | ETN
EATON CORP PLC | | SHS | 5,717 | 0 | -5,717 | $358,000 | $0 | -$358,000 | 2016-08-17 |
|---|
| Q2 2016 | SYY
SYSCO CORP | United States | COM | 7,490 | 0 | -7,490 | $350,000 | $0 | -$350,000 | 2016-08-17 |
|---|
| Q2 2016 | CLX
CLOROX CO DEL | United States | COM | 2,780 | 0 | -2,780 | $350,000 | $0 | -$350,000 | 2016-08-17 |
|---|
| Q2 2016 | HCA
HCA HOLDINGS INC | United States | COM | 4,418 | 0 | -4,418 | $345,000 | $0 | -$345,000 | 2016-08-17 |
|---|
| Q2 2016 | VLO
VALERO ENERGY CORP NEW | United States | COM | 5,352 | 0 | -5,352 | $343,000 | $0 | -$343,000 | 2016-08-17 |
|---|
| Q2 2016 | AMT
AMERICAN TOWER CORP NEW | United States | COM | 3,322 | 0 | -3,322 | $340,000 | $0 | -$340,000 | 2016-08-17 |
|---|
| Q2 2016 | CCI
CROWN CASTLE INTL CORP NEW | United States | COM | 3,922 | 0 | -3,922 | $339,000 | $0 | -$339,000 | 2016-08-17 |
|---|
| Q2 2016 | DE
DEERE & CO | United States | COM | 4,409 | 0 | -4,409 | $339,000 | $0 | -$339,000 | 2016-08-17 |
|---|
| Q2 2016 | PPL
PPL CORP | United States | COM | 8,840 | 0 | -8,840 | $337,000 | $0 | -$337,000 | 2016-08-17 |
|---|
| Q2 2016 | D
DOMINION RES INC VA NEW | United States | COM | 4,404 | 0 | -4,404 | $331,000 | $0 | -$331,000 | 2016-08-17 |
|---|
| Q2 2016 | AVB
AVALONBAY CMNTYS INC | United States | COM | 1,691 | 0 | -1,691 | $322,000 | $0 | -$322,000 | 2016-08-17 |
|---|
| Q2 2016 | SRE
SEMPRA ENERGY | United States | COM | 3,074 | 0 | -3,074 | $320,000 | $0 | -$320,000 | 2016-08-17 |
|---|
| Q2 2016 | RSG
REPUBLIC SVCS INC | United States | COM | 6,725 | 0 | -6,725 | $320,000 | $0 | -$320,000 | 2016-08-17 |
|---|
| Q2 2016 | HRL
HORMEL FOODS CORP | United States | COM | 7,325 | 0 | -7,325 | $317,000 | $0 | -$317,000 | 2016-08-17 |
|---|
| Q2 2016 | MAR
MARRIOTT INTL INC NEW | United States | CL A | 4,451 | 0 | -4,451 | $317,000 | $0 | -$317,000 | 2016-08-17 |
|---|
| Q2 2016 | MCK
MCKESSON CORP | United States | COM | 1,994 | 0 | -1,994 | $314,000 | $0 | -$314,000 | 2016-08-17 |
|---|
| Q2 2016 | OMC
OMNICOM GROUP INC | United States | COM | 3,715 | 0 | -3,715 | $309,000 | $0 | -$309,000 | 2016-08-17 |
|---|
| Q2 2016 | APH
AMPHENOL CORP NEW | United States | CL A | 5,328 | 0 | -5,328 | $308,000 | $0 | -$308,000 | 2016-08-17 |
|---|
| Q2 2016 | HIG
HARTFORD FINL SVCS GROUP INC | United States | COM | 6,675 | 0 | -6,675 | $308,000 | $0 | -$308,000 | 2016-08-17 |
|---|
| Q2 2016 | TAP
MOLSON COORS BREWING CO | | CL B | 3,194 | 0 | -3,194 | $307,000 | $0 | -$307,000 | 2016-08-17 |
|---|
| Q2 2016 | SJM
SMUCKER J M CO | United States | COM NEW | 2,347 | 0 | -2,347 | $305,000 | $0 | -$305,000 | 2016-08-17 |
|---|
| Q2 2016 | NDAQ
NASDAQ INC | United States | COM | 4,413 | 0 | -4,413 | $293,000 | $0 | -$293,000 | 2016-08-17 |
|---|
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