Wealthfront’s Dover DOV Stock Holding History

Wealthfront’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$205K	Buy	+2,312	New	+$191K	﹤0.01%	503
2018 Q2	–	Sell	-7,021	Closed	-$557K	–	507
2018 Q1	$557K	Sell	7,021 -350	-5%	-$28.7K	0.01%	366
2017 Q4	$601K	Buy	7,371 +79	+1%	+$6.12K	0.01%	322
2017 Q3	$538K	Buy	7,292 +3,930	+117%	+$273K	0.01%	309
2017 Q2	$218K	Buy	3,362 +45	+1%	+$2.93K	﹤0.01%	437
2017 Q1	$215K	Buy	+3,317	New	+$211K	﹤0.01%	407
2015 Q4	–	Sell	-1,908	Closed	-$88K	–	477
2015 Q3	$88K	Buy	1,908 +375	+24%	+$19K	﹤0.01%	430
2015 Q2	$87K	Buy	1,533 +86	+6%	+$5.12K	﹤0.01%	430
2015 Q1	$81K	Buy	1,447 +1,173	+428%	+$67.6K	﹤0.01%	422
2014 Q4	$16K	Sell	274 -661	-71%	-$41K	﹤0.01%	554
2014 Q3	$61K	Sell	935 -130	-12%	-$9.15K	﹤0.01%	370
2014 Q2	$78K	Buy	1,065 +465	+78%	+$32.5K	0.01%	274
2014 Q1	$40K	Buy	+600	New	+$37.3K	0.01%	314

Other funds holding DOV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's DOV Position: Q3 2018 in Review

Wealthfront opened a new position in Dover (DOV) in Q3 2018: 2,312 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Wealthfront previously reported a position in DOV as recently as Q1 2018.

Wealthfront first reported a position in DOV in Q1 2014 and has held it in 13 quarters since. The position peaked at $601K in Q4 2017. 660 funds tracked by Wall St. Rank hold DOV as of Q3 2018.

Wealthfront held 2,312 shares of Dover worth $205K as of Q3 2018.
Dover was a new Wealthfront position in Q3 2018.
Dover made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #503 holding.
Wealthfront first reported a position in Dover in Q1 2014 and has held it in 13 quarters since.
Wealthfront's Dover position peaked at $601K in Q4 2017.
660 funds tracked by Wall St. Rank held Dover as of Q3 2018.

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