AR
WDR

Advisory Research’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Advisory Research’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
2019
Q1 		– Sell
-29,564
Closed -$535K – 393
2018
Q4 		$535K Buy
+29,564
New +$576K 0.01% 286

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advisory Research's WDR Position: Q1 2019 in Review

Advisory Research sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2019, closing a stake of 29,564 shares — an estimated $535K sold.

Advisory Research first reported a position in WDR in Q4 2018 and held it in 1 quarter. The position peaked at $535K in Q4 2018. 246 funds tracked by Wall St. Rank hold WDR as of Q1 2019.

  • Advisory Research reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2019 after selling out during the quarter.
  • Advisory Research sold 29,564 Waddell & Reed Financial, Inc. shares in Q1 2019, an estimated $535K.
  • Advisory Research first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 1 quarter.
  • Advisory Research's Waddell & Reed Financial, Inc. position peaked at $535K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.