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Wealthfront’s Blackbaud BLKB Stock Holding History

Wealthfront’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-198
Closed -$11K – 378
2015
Q3 		$11K Buy
198
+59
+42% +$3.46K ﹤0.01% 921
2015
Q2 		$8K Buy
139
+99
+248% +$5.17K ﹤0.01% 896
2015
Q1 		$2K Buy
40
+39
+3,900% +$1.75K ﹤0.01% 976
2014
Q4 		$0 Buy
+1
New +$42 ﹤0.01% 702

Other funds holding BLKB

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthfront's BLKB Position: Q4 2015 in Review

Wealthfront sold out of Blackbaud (BLKB) in Q4 2015, closing a stake of 198 shares — an estimated $11K sold.

Wealthfront first reported a position in BLKB in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 215 funds tracked by Wall St. Rank hold BLKB as of Q4 2015.

  • Wealthfront reported no remaining Blackbaud position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 198 Blackbaud shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Blackbaud in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Blackbaud position peaked at $11K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Blackbaud as of Q4 2015.

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