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Wealthfront’s Prestige Consumer Healthcare PBH Stock Holding History

Wealthfront’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-410
Closed -$19K – 826
2015
Q3 		$19K Buy
410
+116
+39% +$5.48K ﹤0.01% 772
2015
Q2 		$14K Buy
294
+116
+65% +$5.08K ﹤0.01% 744
2015
Q1 		$8K Buy
178
+177
+17,700% +$6.75K ﹤0.01% 678
2014
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 899

Other funds holding PBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront's PBH Position: Q4 2015 in Review

Wealthfront sold out of Prestige Consumer Healthcare (PBH) in Q4 2015, closing a stake of 410 shares — an estimated $19K sold.

Wealthfront first reported a position in PBH in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q3 2015. 235 funds tracked by Wall St. Rank hold PBH as of Q4 2015.

  • Wealthfront reported no remaining Prestige Consumer Healthcare position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 410 Prestige Consumer Healthcare shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in Prestige Consumer Healthcare in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Prestige Consumer Healthcare position peaked at $19K in Q3 2015.
  • 235 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2015.

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