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Wealthfront’s Warner Bros WBD Stock Holding History

Wealthfront’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,413
Closed -$37K – 1064
2015
Q3 		$37K Buy
1,413
+266
+23% +$7.87K ﹤0.01% 569
2015
Q2 		$38K Buy
1,147
+480
+72% +$15.8K ﹤0.01% 531
2015
Q1 		$21K Sell
667
-208
-24% -$6.53K ﹤0.01% 550
2014
Q4 		$30K Buy
875
+695
+386% +$24.1K ﹤0.01% 523
2014
Q3 		$7K Sell
180
-241
-57% -$10K ﹤0.01% 544
2014
Q2 		$16K Sell
421
-806
-66% -$31.7K ﹤0.01% 500
2014
Q1 		$53K Buy
+1,227
New +$51.7K 0.01% 253

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's WBD Position: Q4 2015 in Review

Wealthfront sold out of Warner Bros (WBD) in Q4 2015, closing a stake of 1,413 shares — an estimated $37K sold.

Wealthfront first reported a position in WBD in Q1 2014 and held it in 7 quarters. The position peaked at $53K in Q1 2014. 415 funds tracked by Wall St. Rank hold WBD as of Q4 2015.

  • Wealthfront reported no remaining Warner Bros position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,413 Warner Bros shares in Q4 2015, an estimated $37K.
  • Wealthfront first reported a position in Warner Bros in Q1 2014 and held it in 7 quarters.
  • Wealthfront's Warner Bros position peaked at $53K in Q1 2014.
  • 415 funds tracked by Wall St. Rank held Warner Bros as of Q4 2015.

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