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Wealthfront’s Steel Dynamics STLD Stock Holding History

Wealthfront’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,128
Closed -$19K – 946
2015
Q3 		$19K Buy
1,128
+108
+11% +$2.09K ﹤0.01% 776
2015
Q2 		$21K Buy
1,020
+624
+158% +$13.4K ﹤0.01% 626
2015
Q1 		$8K Buy
396
+392
+9,800% +$7.3K ﹤0.01% 683
2014
Q4 		$0 Buy
+4
New +$86 ﹤0.01% 961

Other funds holding STLD

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront's STLD Position: Q4 2015 in Review

Wealthfront sold out of Steel Dynamics (STLD) in Q4 2015, closing a stake of 1,128 shares — an estimated $19K sold.

Wealthfront first reported a position in STLD in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q2 2015. 314 funds tracked by Wall St. Rank hold STLD as of Q4 2015.

  • Wealthfront reported no remaining Steel Dynamics position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,128 Steel Dynamics shares in Q4 2015, an estimated $19K.
  • Wealthfront first reported a position in Steel Dynamics in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Steel Dynamics position peaked at $21K in Q2 2015.
  • 314 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2015.

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