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Wealthcare Capital Management’s Nasdaq NDAQ Stock Holding History

Wealthcare Capital Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,080
Closed -$19K – 241
2015
Q3 		$19K Sell
1,080
-420
-28% -$7.2K ﹤0.01% 131
2015
Q2 		$24K Sell
1,500
-4,587
-75% -$77K ﹤0.01% 146
2015
Q1 		$103K Buy
+6,087
New +$99.1K 0.01% 150

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State Street
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BIT
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Fidelity Investments
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BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's NDAQ Position: Q4 2015 in Review

Wealthcare Capital Management sold out of Nasdaq (NDAQ) in Q4 2015, closing a stake of 1,080 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in NDAQ in Q1 2015 and held it in 3 quarters. The position peaked at $103K in Q1 2015. 425 funds tracked by Wall St. Rank hold NDAQ as of Q4 2015.

  • Wealthcare Capital Management reported no remaining Nasdaq position as of Q4 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,080 Nasdaq shares in Q4 2015, an estimated $19K.
  • Wealthcare Capital Management first reported a position in Nasdaq in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Nasdaq position peaked at $103K in Q1 2015.
  • 425 funds tracked by Wall St. Rank held Nasdaq as of Q4 2015.

Based on Wealthcare Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.