AIM
WDR

Advantage Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Advantage Investment Management’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
2017
Q4 		– Sell
-4,380
Closed -$88K – 1107
2017
Q3 		$88K Buy
4,380
+1,476
+51% +$28.4K 0.03% 281
2017
Q2 		$55K Buy
2,904
+990
+52% +$17.4K 0.02% 345
2017
Q1 		$33K Buy
+1,914
New +$35K 0.01% 451

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advantage Investment Management's WDR Position: Q4 2017 in Review

Advantage Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 4,380 shares — an estimated $88K sold.

Advantage Investment Management first reported a position in WDR in Q1 2017 and held it in 3 quarters. The position peaked at $88K in Q3 2017. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • Advantage Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 4,380 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $88K.
  • Advantage Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 3 quarters.
  • Advantage Investment Management's Waddell & Reed Financial, Inc. position peaked at $88K in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.