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Wealthfront’s Exelixis EXEL Stock Holding History

Wealthfront’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$2K – 1292
2015
Q2 		$2K Buy
+400
New +$1.3K ﹤0.01% 1176

Other funds holding EXEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's EXEL Position: Q3 2015 in Review

Wealthfront sold out of Exelixis (EXEL) in Q3 2015, closing a stake of 400 shares — an estimated $2K sold.

Wealthfront first reported a position in EXEL in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 136 funds tracked by Wall St. Rank hold EXEL as of Q3 2015.

  • Wealthfront reported no remaining Exelixis position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 400 Exelixis shares in Q3 2015, an estimated $2K.
  • Wealthfront first reported a position in Exelixis in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Exelixis position peaked at $2K in Q2 2015.
  • 136 funds tracked by Wall St. Rank held Exelixis as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.