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Wealthfront’s MillerKnoll MLKN Stock Holding History

Wealthfront’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-529
Closed -$15K – 749
2015
Q3 		$15K Buy
529
+379
+253% +$10.7K ﹤0.01% 834
2015
Q2 		$4K Buy
150
+143
+2,043% +$4.07K ﹤0.01% 1099
2015
Q1 		$0 Buy
7
+6
+600% +$176 ﹤0.01% 1235
2014
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 866

Other funds holding MLKN

Vanguard Group
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wealthfront's MLKN Position: Q4 2015 in Review

Wealthfront sold out of MillerKnoll (MLKN) in Q4 2015, closing a stake of 529 shares — an estimated $15K sold.

Wealthfront first reported a position in MLKN in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2015. 218 funds tracked by Wall St. Rank hold MLKN as of Q4 2015.

  • Wealthfront reported no remaining MillerKnoll position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 529 MillerKnoll shares in Q4 2015, an estimated $15K.
  • Wealthfront first reported a position in MillerKnoll in Q4 2014 and held it in 4 quarters.
  • Wealthfront's MillerKnoll position peaked at $15K in Q3 2015.
  • 218 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2015.

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