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Wealthfront’s Brunswick BC Stock Holding History

Wealthfront’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-576
Closed -$28K – 366
2015
Q3 		$28K Buy
576
+303
+111% +$15.4K ﹤0.01% 645
2015
Q2 		$14K Buy
273
+240
+727% +$12.5K ﹤0.01% 736
2015
Q1 		$2K Buy
33
+32
+3,200% +$1.7K ﹤0.01% 974
2014
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 694

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthfront's BC Position: Q4 2015 in Review

Wealthfront sold out of Brunswick (BC) in Q4 2015, closing a stake of 576 shares — an estimated $28K sold.

Wealthfront first reported a position in BC in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 299 funds tracked by Wall St. Rank hold BC as of Q4 2015.

  • Wealthfront reported no remaining Brunswick position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 576 Brunswick shares in Q4 2015, an estimated $28K.
  • Wealthfront first reported a position in Brunswick in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Brunswick position peaked at $28K in Q3 2015.
  • 299 funds tracked by Wall St. Rank held Brunswick as of Q4 2015.

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