Acadian Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-154
| Closed | -$4K | – | 1534 |
|
|
2015
Q4 | $4K | Buy |
154
+10
| +7% | +$260 | ﹤0.01% | 1332 |
|
|
2015
Q3 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 1213 |
|
|
2015
Q2 | – | Sell |
-99
| Closed | -$5K | – | 1555 |
|
|
2015
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 1296 |
|
|
2014
Q4 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 1205 |
|