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WEALTHFRONT CORP Last Quarter Change: USA Stocks, Sold Out

WEALTHFRONT CORP quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, WEALTHFRONT CORP opened 11 positions, added to 69, reduced 22, sold out of 2 and left 0 unchanged. The largest increase in value was AMZN (+$9,421,000); the largest decrease was BMY (-$2,308,000).

  • F: Country of operation United States; Class COM PAR $0.01; Shares 2016-06-30 60,407; Shares 2016-09-30 0.
  • KR: Country of operation United States; Class COM; Shares 2016-06-30 14,817; Shares 2016-09-30 0.

Two Form 13F-HR filings compared (SEC CIK 1524566): 2016-06-30 (filed 2016-08-17) and 2016-09-30 (filed 2016-11-14). 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; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
F
FORD MOTOR CO
United StatesCOM PAR $0.0160,4070-60,407$759,000$0-$759,000
KR
KROGER CO (THE)
United StatesCOM14,8170-14,817$545,000$0-$545,000

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