Wealthfront’s Apogee Enterprises APOG Stock Holding History

Wealthfront’s Portfolio APOG Stock Details APOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-29	Closed	-$1K	–	341
2015 Q3	$1K	Sell	29 -61	-68%	-$3.19K	﹤0.01%	1190
2015 Q2	$5K	Buy	+90	New	+$4.86K	﹤0.01%	1025

Other funds holding APOG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's APOG Position: Q4 2015 in Review

Wealthfront sold out of Apogee Enterprises (APOG) in Q4 2015, closing a stake of 29 shares — an estimated $1K sold.

Wealthfront first reported a position in APOG in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 198 funds tracked by Wall St. Rank hold APOG as of Q4 2015.

Wealthfront reported no remaining Apogee Enterprises position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 29 Apogee Enterprises shares in Q4 2015, an estimated $1K.
Wealthfront first reported a position in Apogee Enterprises in Q2 2015 and held it in 2 quarters.
Wealthfront's Apogee Enterprises position peaked at $5K in Q2 2015.
198 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2015.

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