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Wealthfront’s Cboe Global Markets CBOE Stock Holding History

Wealthfront’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,714
Closed -$282K – 514
2018
Q2 		$282K Sell
2,714
-3,501
-56% -$370K ﹤0.01% 447
2018
Q1 		$709K Buy
6,215
+252
+4% +$30.6K 0.01% 326
2017
Q4 		$743K Buy
5,963
+2,269
+61% +$266K 0.01% 272
2017
Q3 		$398K Buy
3,694
+1,383
+60% +$136K 0.01% 375
2017
Q2 		$211K Buy
+2,311
New +$197K ﹤0.01% 447
2015
Q4 		– Sell
-677
Closed -$45K – 396
2015
Q3 		$45K Buy
677
+336
+99% +$21.2K ﹤0.01% 537
2015
Q2 		$20K Buy
341
+276
+425% +$15.9K ﹤0.01% 632
2015
Q1 		$4K Buy
65
+64
+6,400% +$3.99K ﹤0.01% 825
2014
Q4 		$0 Buy
+1
New +$60 ﹤0.01% 713

Other funds holding CBOE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthfront's CBOE Position: Q3 2018 in Review

Wealthfront sold out of Cboe Global Markets (CBOE) in Q3 2018, closing a stake of 2,714 shares — an estimated $282K sold.

Wealthfront first reported a position in CBOE in Q4 2014 and held it in 9 quarters. The position peaked at $743K in Q4 2017. 405 funds tracked by Wall St. Rank hold CBOE as of Q3 2018.

  • Wealthfront reported no remaining Cboe Global Markets position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 2,714 Cboe Global Markets shares in Q3 2018, an estimated $282K.
  • Wealthfront first reported a position in Cboe Global Markets in Q4 2014 and held it in 9 quarters.
  • Wealthfront's Cboe Global Markets position peaked at $743K in Q4 2017.
  • 405 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.