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Wealthfront’s West Pharmaceutical WST Stock Holding History

Wealthfront’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-386
Closed -$21K – 1082
2015
Q3 		$21K Buy
386
+207
+116% +$12.1K ﹤0.01% 736
2015
Q2 		$10K Buy
179
+147
+459% +$8.21K ﹤0.01% 845
2015
Q1 		$2K Buy
+32
New +$1.71K ﹤0.01% 1038

Other funds holding WST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront's WST Position: Q4 2015 in Review

Wealthfront sold out of West Pharmaceutical (WST) in Q4 2015, closing a stake of 386 shares — an estimated $21K sold.

Wealthfront first reported a position in WST in Q1 2015 and held it in 3 quarters. The position peaked at $21K in Q3 2015. 249 funds tracked by Wall St. Rank hold WST as of Q4 2015.

  • Wealthfront reported no remaining West Pharmaceutical position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 386 West Pharmaceutical shares in Q4 2015, an estimated $21K.
  • Wealthfront first reported a position in West Pharmaceutical in Q1 2015 and held it in 3 quarters.
  • Wealthfront's West Pharmaceutical position peaked at $21K in Q3 2015.
  • 249 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2015.

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