W
B

Wealthfront’s Barnes Group Inc. B Stock Holding History

Wealthfront’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-215
Closed -$8K – 1115
2015
Q3 		$8K Buy
215
+74
+52% +$2.83K ﹤0.01% 1025
2015
Q2 		$5K Buy
141
+26
+23% +$1.05K ﹤0.01% 1064
2015
Q1 		$5K Buy
115
+114
+11,400% +$4.29K ﹤0.01% 809
2014
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 1033

Other funds holding B

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's B Position: Q4 2015 in Review

Wealthfront sold out of Barnes Group Inc. (B) in Q4 2015, closing a stake of 215 shares — an estimated $8K sold.

Wealthfront first reported a position in B in Q4 2014 and held it in 4 quarters. The position peaked at $8K in Q3 2015. 180 funds tracked by Wall St. Rank hold B as of Q4 2015.

  • Wealthfront reported no remaining Barnes Group Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 215 Barnes Group Inc. shares in Q4 2015, an estimated $8K.
  • Wealthfront first reported a position in Barnes Group Inc. in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Barnes Group Inc. position peaked at $8K in Q3 2015.
  • 180 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2015.

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