Ackerman Capital Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Ackerman Capital Advisors’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$10M	Buy	+180,800	New	+$3.52M	0.78%	19

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ackerman Capital Advisors's WDR Position: Q4 2018 in Review

Ackerman Capital Advisors opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q4 2018: 180,800 shares worth $10M. The stake represents 0.78% of the portfolio and ranks #19 among its holdings.

245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

Ackerman Capital Advisors held 180,800 shares of Waddell & Reed Financial, Inc. worth $10M as of Q4 2018.
Waddell & Reed Financial, Inc. was a new Ackerman Capital Advisors position in Q4 2018.
Waddell & Reed Financial, Inc. made up 0.78% of Ackerman Capital Advisors's portfolio in Q4 2018, its #19 holding.
245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on Ackerman Capital Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.