Affinity Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Affinity Wealth 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
2013 Q3	$211K	Buy	+4,093	New	+$204K	0.09%	52

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Affinity Wealth Management's WDR Position: Q3 2013 in Review

Affinity Wealth Management opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q3 2013: 4,093 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #52 among its holdings.

297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

Affinity Wealth Management held 4,093 shares of Waddell & Reed Financial, Inc. worth $211K as of Q3 2013.
Waddell & Reed Financial, Inc. was a new Affinity Wealth Management position in Q3 2013.
Waddell & Reed Financial, Inc. made up 0.09% of Affinity Wealth Management's portfolio in Q3 2013, its #52 holding.
297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on Affinity Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.