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Wealthfront’s Applied Industrial Technologies AIT Stock Holding History

Wealthfront’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-149
Closed -$6K – 317
2015
Q3 		$6K Buy
149
+88
+144% +$3.48K ﹤0.01% 1068
2015
Q2 		$2K Buy
61
+1
+2% +$42 ﹤0.01% 1168
2015
Q1 		$3K Buy
60
+59
+5,900% +$2.52K ﹤0.01% 881
2014
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 662

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront's AIT Position: Q4 2015 in Review

Wealthfront sold out of Applied Industrial Technologies (AIT) in Q4 2015, closing a stake of 149 shares — an estimated $6K sold.

Wealthfront first reported a position in AIT in Q4 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2015. 178 funds tracked by Wall St. Rank hold AIT as of Q4 2015.

  • Wealthfront reported no remaining Applied Industrial Technologies position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 149 Applied Industrial Technologies shares in Q4 2015, an estimated $6K.
  • Wealthfront first reported a position in Applied Industrial Technologies in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Applied Industrial Technologies position peaked at $6K in Q3 2015.
  • 178 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2015.

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