Wealthfront’s CDW CDW Stock Holding History

Wealthfront’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-114	Closed	-$5K	–	407
2015 Q3	$5K	Buy	+114	New	+$4.32K	﹤0.01%	1097

Other funds holding CDW

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BIT

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return

Wealthfront's CDW Position: Q4 2015 in Review

Wealthfront sold out of CDW (CDW) in Q4 2015, closing a stake of 114 shares — an estimated $5K sold.

Wealthfront first reported a position in CDW in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 347 funds tracked by Wall St. Rank hold CDW as of Q4 2015.

Wealthfront reported no remaining CDW position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 114 CDW shares in Q4 2015, an estimated $5K.
Wealthfront first reported a position in CDW in Q3 2015 and held it in 1 quarter.
Wealthfront's CDW position peaked at $5K in Q3 2015.
347 funds tracked by Wall St. Rank held CDW as of Q4 2015.

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