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Wealthfront’s Lamb Weston LW Stock Holding History

Wealthfront’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$274K Sell
4,115
-193
-4% -$13.2K ﹤0.01% 459
2018
Q2 		$295K Sell
4,308
-23
-0.5% -$1.5K ﹤0.01% 439
2018
Q1 		$252K Buy
4,331
+101
+2% +$5.72K ﹤0.01% 464
2017
Q4 		$239K Buy
+4,230
New +$223K ﹤0.01% 464

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthfront's LW Position: Q3 2018 in Review

Wealthfront reduced its Lamb Weston (LW) stake by 4.5% in Q3 2018, selling an estimated $13.2K and leaving 4,115 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Wealthfront first reported a position in LW in Q4 2017 and has held it in 4 quarters since. The position peaked at $295K in Q2 2018. 545 funds tracked by Wall St. Rank hold LW as of Q3 2018.

  • Wealthfront held 4,115 shares of Lamb Weston worth $274K as of Q3 2018.
  • Wealthfront sold 193 Lamb Weston shares in Q3 2018, an estimated $13.2K.
  • Lamb Weston made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #459 holding.
  • Wealthfront first reported a position in Lamb Weston in Q4 2017 and has held it in 4 quarters since.
  • Wealthfront's Lamb Weston position peaked at $295K in Q2 2018.
  • 545 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2018.

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