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Wealthfront’s Service Corp International SCI Stock Holding History

Wealthfront’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-665
Closed -$18K – 907
2015
Q3 		$18K Sell
665
-515
-44% -$15.2K ﹤0.01% 790
2015
Q2 		$35K Buy
1,180
+1,000
+556% +$28.4K ﹤0.01% 538
2015
Q1 		$5K Buy
180
+177
+5,900% +$4.3K ﹤0.01% 799
2014
Q4 		$0 Buy
+3
New +$66 ﹤0.01% 935

Other funds holding SCI

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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wealthfront's SCI Position: Q4 2015 in Review

Wealthfront sold out of Service Corp International (SCI) in Q4 2015, closing a stake of 665 shares — an estimated $18K sold.

Wealthfront first reported a position in SCI in Q4 2014 and held it in 4 quarters. The position peaked at $35K in Q2 2015. 286 funds tracked by Wall St. Rank hold SCI as of Q4 2015.

  • Wealthfront reported no remaining Service Corp International position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 665 Service Corp International shares in Q4 2015, an estimated $18K.
  • Wealthfront first reported a position in Service Corp International in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Service Corp International position peaked at $35K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held Service Corp International as of Q4 2015.

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