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Wealthfront’s Kewaunee Scientific KEQU Stock Holding History

Wealthfront’s Portfolio KEQU Stock Details KEQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-37
Closed -$1K – 1354
2015
Q2 		$1K Buy
+37
New +$622 ﹤0.01% 1243

Other funds holding KEQU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's KEQU Position: Q3 2015 in Review

Wealthfront sold out of Kewaunee Scientific (KEQU) in Q3 2015, closing a stake of 37 shares — an estimated $1K sold.

Wealthfront first reported a position in KEQU in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 26 funds tracked by Wall St. Rank hold KEQU as of Q3 2015.

  • Wealthfront reported no remaining Kewaunee Scientific position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 37 Kewaunee Scientific shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Kewaunee Scientific in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Kewaunee Scientific position peaked at $1K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held Kewaunee Scientific as of Q3 2015.

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