1SB
WDR
1ST Source Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,332
| Closed | -$429K | – | 251 |
|
|
2015
Q3 | $429K | Sell |
12,332
-7,430
| -38% | -$258K | 0.05% | 185 |
|
|
2015
Q2 | $935K | Sell |
19,762
-1,250
| -6% | -$59.1K | 0.1% | 116 |
|
|
2015
Q1 | $1.04M | Sell |
21,012
-8,587
| -29% | -$425K | 0.12% | 107 |
|
|
2014
Q4 | $1.48M | Sell |
29,599
-974
| -3% | -$48.5K | 0.18% | 85 |
|
|
2014
Q3 | $1.58M | Sell |
30,573
-4,481
| -13% | -$232K | 0.21% | 80 |
|
|
2014
Q2 | $2.19M | Sell |
35,054
-208
| -0.6% | -$13K | 0.28% | 72 |
|
|
2014
Q1 | $2.6M | Sell |
35,262
-1,838
| -5% | -$135K | 0.35% | 57 |
|
|
2013
Q4 | $2.42M | Sell |
37,100
-29,529
| -44% | -$1.92M | 0.32% | 65 |
|
|
2013
Q3 | $3.43M | Buy |
66,629
+117
| +0.2% | +$6.02K | 0.51% | 44 |
|
|
2013
Q2 | $2.89M | Buy |
+66,512
| New | +$2.89M | 0.49% | 48 |
|