Wealthfront’s Barclays BCS Stock Holding History

Wealthfront’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-7,844	Closed	-$120K	–	1249
2015 Q2	$120K	Buy	+7,844	New	+$118K	﹤0.01%	367
2014 Q4	–	Sell	-60	Closed	-$1K	–	696
2014 Q3	$1K	Buy	+60	New	+$827	﹤0.01%	628

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront's BCS Position: Q3 2015 in Review

Wealthfront sold out of Barclays (BCS) in Q3 2015, closing a stake of 7,844 shares — an estimated $120K sold.

Wealthfront first reported a position in BCS in Q3 2014 and held it in 2 quarters. The position peaked at $120K in Q2 2015. 221 funds tracked by Wall St. Rank hold BCS as of Q3 2015.

Wealthfront reported no remaining Barclays position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 7,844 Barclays shares in Q3 2015, an estimated $120K.
Wealthfront first reported a position in Barclays in Q3 2014 and held it in 2 quarters.
Wealthfront's Barclays position peaked at $120K in Q2 2015.
221 funds tracked by Wall St. Rank held Barclays as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.