Wealthfront’s KVH Industries KVHI Stock Holding History

Wealthfront’s Portfolio KVHI Stock Details KVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-124	Closed	-$1K	–	842
2014 Q3	$1K	Buy	+124	New	+$1.59K	﹤0.01%	643

Other funds holding KVHI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Invicta Capital Management New York $125M AUM 14.3% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wealthfront's KVHI Position: Q4 2014 in Review

Wealthfront sold out of KVH Industries (KVHI) in Q4 2014, closing a stake of 124 shares — an estimated $1K sold.

Wealthfront first reported a position in KVHI in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 71 funds tracked by Wall St. Rank hold KVHI as of Q4 2014.

Wealthfront reported no remaining KVH Industries position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 124 KVH Industries shares in Q4 2014, an estimated $1K.
Wealthfront first reported a position in KVH Industries in Q3 2014 and held it in 1 quarter.
Wealthfront's KVH Industries position peaked at $1K in Q3 2014.
71 funds tracked by Wall St. Rank held KVH Industries as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.