Wealthfront’s Credicorp BAP Stock Holding History

Wealthfront’s Portfolio BAP Stock Details BAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-8	Closed	-$1K	–	693
2014 Q3	$1K	Buy	+8	New	+$1.23K	﹤0.01%	627

Other funds holding BAP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

BFA

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthfront's BAP Position: Q4 2014 in Review

Wealthfront sold out of Credicorp (BAP) in Q4 2014, closing a stake of 8 shares — an estimated $1K sold.

Wealthfront first reported a position in BAP in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 239 funds tracked by Wall St. Rank hold BAP as of Q4 2014.

Wealthfront reported no remaining Credicorp position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 8 Credicorp shares in Q4 2014, an estimated $1K.
Wealthfront first reported a position in Credicorp in Q3 2014 and held it in 1 quarter.
Wealthfront's Credicorp position peaked at $1K in Q3 2014.
239 funds tracked by Wall St. Rank held Credicorp as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.