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Wealthfront’s Charles River Laboratories CRL Stock Holding History

Wealthfront’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-216
Closed -$14K – 436
2015
Q3 		$14K Buy
216
+69
+47% +$4.96K ﹤0.01% 851
2015
Q2 		$10K Buy
147
+140
+2,000% +$10.4K ﹤0.01% 825
2015
Q1 		$1K Buy
7
+6
+600% +$443 ﹤0.01% 1085
2014
Q4 		$0 Buy
+1
New +$63 ﹤0.01% 733

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthfront's CRL Position: Q4 2015 in Review

Wealthfront sold out of Charles River Laboratories (CRL) in Q4 2015, closing a stake of 216 shares — an estimated $14K sold.

Wealthfront first reported a position in CRL in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 268 funds tracked by Wall St. Rank hold CRL as of Q4 2015.

  • Wealthfront reported no remaining Charles River Laboratories position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 216 Charles River Laboratories shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in Charles River Laboratories in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Charles River Laboratories position peaked at $14K in Q3 2015.
  • 268 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2015.

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