AAMU
WDR
AEGON Asset Management (UK)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-534,072
| Closed | -$25.3M | – | 222 |
|
|
2015
Q2 | $25.3M | Buy |
534,072
+42,146
| +9% | +$1.99M | 0.7% | 53 |
|
|
2015
Q1 | $24.4M | Buy |
491,926
+429,778
| +692% | +$21.3M | 0.64% | 50 |
|
|
2014
Q4 | $3.1M | Buy |
62,148
+11,577
| +23% | +$577K | 0.34% | 63 |
|
|
2014
Q3 | $2.61M | Sell |
50,571
-258
| -0.5% | -$13.3K | 0.3% | 65 |
|
|
2014
Q2 | $3.18M | Buy |
+50,829
| New | +$3.18M | 0.37% | 62 |
|