AAA
WDR
Adams Asset Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-49,464
| Closed | -$999K | – | 103 |
|
|
2018
Q1 | $999K | Hold |
49,464
| – | – | 0.14% | 65 |
|
|
2017
Q4 | $1.11M | Hold |
49,464
| – | – | 0.14% | 63 |
|
|
2017
Q3 | $992K | Hold |
49,464
| – | – | 0.14% | 70 |
|
|
2017
Q2 | $934K | Buy |
49,464
+12,012
| +32% | +$227K | 0.14% | 71 |
|
|
2017
Q1 | $636K | Hold |
37,452
| – | – | 0.09% | 81 |
|
|
2016
Q4 | $730K | Buy |
37,452
+10,152
| +37% | +$198K | 0.1% | 80 |
|
|
2016
Q3 | $495K | Buy |
+27,300
| New | +$495K | 0.07% | 85 |
|