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STT.PRC.CL

Wealthfront’s STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh STT.PRC.CL Stock Holding History

Wealthfront’s Portfolio STT.PRC.CL Stock Details STT.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$12K – 1415
2015
Q1 		$12K Buy
+500
New +$12.1K ﹤0.01% 610

Other funds holding STT.PRC.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Wealthfront's STT.PRC.CL Position: Q2 2015 in Review

Wealthfront sold out of STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh (STT.PRC.CL) in Q2 2015, closing a stake of 500 shares — an estimated $12K sold.

Wealthfront first reported a position in STT.PRC.CL in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 9 funds tracked by Wall St. Rank hold STT.PRC.CL as of Q2 2015.

  • Wealthfront reported no remaining STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 500 STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh shares in Q2 2015, an estimated $12K.
  • Wealthfront first reported a position in STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh in Q1 2015 and held it in 1 quarter.
  • Wealthfront's STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh position peaked at $12K in Q1 2015.
  • 9 funds tracked by Wall St. Rank held STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.