Wealthfront’s Agree Realty ADC Stock Holding History

Wealthfront’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-55	Closed	-$2K	–	305
2015 Q3	$2K	Buy	+55	New	+$1.64K	﹤0.01%	1166

Other funds holding ADC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's ADC Position: Q4 2015 in Review

Wealthfront sold out of Agree Realty (ADC) in Q4 2015, closing a stake of 55 shares — an estimated $2K sold.

Wealthfront first reported a position in ADC in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 174 funds tracked by Wall St. Rank hold ADC as of Q4 2015.

Wealthfront reported no remaining Agree Realty position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 55 Agree Realty shares in Q4 2015, an estimated $2K.
Wealthfront first reported a position in Agree Realty in Q3 2015 and held it in 1 quarter.
Wealthfront's Agree Realty position peaked at $2K in Q3 2015.
174 funds tracked by Wall St. Rank held Agree Realty as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.