W
IM

Wealthfront’s Ingram Micro IM Stock Holding History

Wealthfront’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,543
Closed -$42K – 1306
2015
Q3 		$42K Buy
1,543
+716
+87% +$18.6K ﹤0.01% 551
2015
Q2 		$21K Buy
827
+418
+102% +$10.9K ﹤0.01% 628
2015
Q1 		$10K Buy
409
+407
+20,350% +$10.4K ﹤0.01% 646
2014
Q4 		$0 Buy
+2
New +$53 ﹤0.01% 1140

Other funds holding IM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthfront's IM Position: Q4 2015 in Review

Wealthfront sold out of Ingram Micro (IM) in Q4 2015, closing a stake of 1,543 shares — an estimated $42K sold.

Wealthfront first reported a position in IM in Q4 2014 and held it in 4 quarters. The position peaked at $42K in Q3 2015. 335 funds tracked by Wall St. Rank hold IM as of Q4 2015.

  • Wealthfront reported no remaining Ingram Micro position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,543 Ingram Micro shares in Q4 2015, an estimated $42K.
  • Wealthfront first reported a position in Ingram Micro in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Ingram Micro position peaked at $42K in Q3 2015.
  • 335 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2015.

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