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Wealthfront’s Sally Beauty Holdings SBH Stock Holding History

Wealthfront’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-248
Closed -$8K – 1399
2015
Q2 		$8K Sell
248
-12
-5% -$381 ﹤0.01% 919
2015
Q1 		$9K Buy
+260
New +$8.4K ﹤0.01% 659

Other funds holding SBH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Wealthfront's SBH Position: Q3 2015 in Review

Wealthfront sold out of Sally Beauty Holdings (SBH) in Q3 2015, closing a stake of 248 shares — an estimated $8K sold.

Wealthfront first reported a position in SBH in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q1 2015. 223 funds tracked by Wall St. Rank hold SBH as of Q3 2015.

  • Wealthfront reported no remaining Sally Beauty Holdings position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 248 Sally Beauty Holdings shares in Q3 2015, an estimated $8K.
  • Wealthfront first reported a position in Sally Beauty Holdings in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Sally Beauty Holdings position peaked at $9K in Q1 2015.
  • 223 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.