Wealthfront’s Carter's CRI Stock Holding History

Wealthfront’s Portfolio CRI Stock Details CRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-158	Closed	-$14K	–	435
2015 Q3	$14K	Sell	158 -82	-34%	-$8.22K	﹤0.01%	850
2015 Q2	$26K	Buy	240 +173	+258%	+$17.3K	﹤0.01%	580
2015 Q1	$6K	Buy	67 +66	+6,600%	+$5.7K	﹤0.01%	737
2014 Q4	$0	Buy	+1	New	+$81	﹤0.01%	732

Other funds holding CRI

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

BIT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's CRI Position: Q4 2015 in Review

Wealthfront sold out of Carter's (CRI) in Q4 2015, closing a stake of 158 shares — an estimated $14K sold.

Wealthfront first reported a position in CRI in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q2 2015. 326 funds tracked by Wall St. Rank hold CRI as of Q4 2015.

Wealthfront reported no remaining Carter's position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 158 Carter's shares in Q4 2015, an estimated $14K.
Wealthfront first reported a position in Carter's in Q4 2014 and held it in 4 quarters.
Wealthfront's Carter's position peaked at $26K in Q2 2015.
326 funds tracked by Wall St. Rank held Carter's as of Q4 2015.

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