AP
WDR

AHL Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

AHL Partners’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 		$12M Buy
537,794
+302,355
+128% +$6.15M 0.19% 141
2017
Q3 		$4.72M Sell
235,439
-69,736
-23% -$1.34M 0.08% 419
2017
Q2 		$5.76M Buy
305,175
+152,243
+100% +$2.67M 0.12% 295
2017
Q1 		$2.6M Sell
152,932
-34,565
-18% -$633K 0.06% 550
2016
Q4 		$3.66M Buy
187,497
+123,599
+193% +$2.3M 0.11% 350
2016
Q3 		$1.16M Buy
+63,898
New +$1.16M 0.04% 548
2015
Q3 		– Sell
-116,227
Closed -$5.5M – 844
2015
Q2 		$5.5M Buy
116,227
+19,745
+20% +$963K 0.22% 141
2015
Q1 		$4.78M Buy
96,482
+38,595
+67% +$1.85M 0.19% 208
2014
Q4 		$2.88M Sell
57,887
-8,559
-13% -$408K 0.15% 253
2014
Q3 		$3.44M Buy
+66,446
New +$3.7M 0.27% 128

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