W
P

Wealthfront’s Everpure Inc P Stock Holding History

Wealthfront’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,578
Closed -$199K – 517
2017
Q4 		$199K Sell
12,578
-23,037
-65% -$384K ﹤0.01% 500
2017
Q3 		$569K Sell
35,615
-23,229
-39% -$319K 0.01% 301
2017
Q2 		$754K Buy
+58,844
New +$685K 0.01% 195

Other funds holding P

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wealthfront's P Position: Q1 2018 in Review

Wealthfront sold out of Everpure Inc (P) in Q1 2018, closing a stake of 12,578 shares — an estimated $199K sold.

Wealthfront first reported a position in P in Q2 2017 and held it in 3 quarters. The position peaked at $754K in Q2 2017. 229 funds tracked by Wall St. Rank hold P as of Q1 2018.

  • Wealthfront reported no remaining Everpure Inc position as of Q1 2018 after selling out during the quarter.
  • Wealthfront sold 12,578 Everpure Inc shares in Q1 2018, an estimated $199K.
  • Wealthfront first reported a position in Everpure Inc in Q2 2017 and held it in 3 quarters.
  • Wealthfront's Everpure Inc position peaked at $754K in Q2 2017.
  • 229 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.