Wealthfront’s Advent Software Inc ADVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-233
Closed -$10K 1580
2015
Q2
$10K Buy
233
+179
+331% +$7.83K ﹤0.01% 861
2015
Q1
$2K Buy
+54
New +$2.22K ﹤0.01% 1067

Wealthfront's ADVS Position: Q3 2015 in Review

Wealthfront sold out of Advent Software Inc (ADVS) in Q3 2015, closing a stake of 233 shares — an estimated $10K sold.

Wealthfront first reported a position in ADVS in Q1 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 0 funds tracked by Wall St. Rank hold ADVS as of Q3 2015.

  • Wealthfront reported no remaining Advent Software Inc position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 233 Advent Software Inc shares in Q3 2015, an estimated $10K.
  • Wealthfront first reported a position in Advent Software Inc in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Advent Software Inc position peaked at $10K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held Advent Software Inc as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.