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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AHL Partners's WDR Position: Q4 2017 in Review

AHL Partners increased its Waddell & Reed Financial, Inc. (WDR) stake by 128% in Q4 2017, buying an estimated $6.15M and bringing the position to 537,794 shares worth $12M. The position accounts for 0.19% of the portfolio, ranked #141.

AHL Partners first reported a position in WDR in Q3 2014 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • AHL Partners held 537,794 shares of Waddell & Reed Financial, Inc. worth $12M as of Q4 2017.
  • AHL Partners bought 302,355 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $6.15M.
  • Waddell & Reed Financial, Inc. made up 0.19% of AHL Partners's portfolio in Q4 2017, its #141 holding.
  • AHL Partners first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and has held it in 10 quarters since.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.