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CORE

Wealthfront’s Core Mark Holding Co., Inc. CORE Stock Holding History

Wealthfront’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-116
Closed -$4K – 1178
2015
Q3 		$4K Buy
+116
New +$3.59K ﹤0.01% 1141

Other funds holding CORE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's CORE Position: Q4 2015 in Review

Wealthfront sold out of Core Mark Holding Co., Inc. (CORE) in Q4 2015, closing a stake of 116 shares — an estimated $4K sold.

Wealthfront first reported a position in CORE in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 179 funds tracked by Wall St. Rank hold CORE as of Q4 2015.

  • Wealthfront reported no remaining Core Mark Holding Co., Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 116 Core Mark Holding Co., Inc. shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in Core Mark Holding Co., Inc. in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Core Mark Holding Co., Inc. position peaked at $4K in Q3 2015.
  • 179 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q4 2015.

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