Wealthfront’s Sierra Bancorp BSRR Stock Holding History

Wealthfront’s Portfolio BSRR Stock Details BSRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-430	Closed	-$7K	–	1253
2015 Q2	$7K	Buy	+430	New	+$7.23K	﹤0.01%	949

Other funds holding BSRR

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Wealthfront's BSRR Position: Q3 2015 in Review

Wealthfront sold out of Sierra Bancorp (BSRR) in Q3 2015, closing a stake of 430 shares — an estimated $7K sold.

Wealthfront first reported a position in BSRR in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 60 funds tracked by Wall St. Rank hold BSRR as of Q3 2015.

Wealthfront reported no remaining Sierra Bancorp position as of Q3 2015 after selling out during the quarter.
Wealthfront sold 430 Sierra Bancorp shares in Q3 2015, an estimated $7K.
Wealthfront first reported a position in Sierra Bancorp in Q2 2015 and held it in 1 quarter.
Wealthfront's Sierra Bancorp position peaked at $7K in Q2 2015.
60 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2015.

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