Wealthfront’s Masimo MASI Stock Holding History

Wealthfront’s Portfolio MASI Stock Details MASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-276	Closed	-$11K	–	734
2015 Q3	$11K	Buy	276 +175	+173%	+$7.15K	﹤0.01%	929
2015 Q2	$4K	Buy	+101	New	+$3.62K	﹤0.01%	1096

Other funds holding MASI

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthfront's MASI Position: Q4 2015 in Review

Wealthfront sold out of Masimo (MASI) in Q4 2015, closing a stake of 276 shares — an estimated $11K sold.

Wealthfront first reported a position in MASI in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 236 funds tracked by Wall St. Rank hold MASI as of Q4 2015.

Wealthfront reported no remaining Masimo position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 276 Masimo shares in Q4 2015, an estimated $11K.
Wealthfront first reported a position in Masimo in Q2 2015 and held it in 2 quarters.
Wealthfront's Masimo position peaked at $11K in Q3 2015.
236 funds tracked by Wall St. Rank held Masimo as of Q4 2015.

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