AP
WDR
AHL Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $12M | Buy |
537,794
+302,355
| +128% | +$6.75M | 0.19% | 141 |
|
|
2017
Q3 | $4.73M | Sell |
235,439
-69,736
| -23% | -$1.4M | 0.08% | 419 |
|
|
2017
Q2 | $5.76M | Buy |
305,175
+152,243
| +100% | +$2.87M | 0.12% | 295 |
|
|
2017
Q1 | $2.6M | Sell |
152,932
-34,565
| -18% | -$588K | 0.06% | 550 |
|
|
2016
Q4 | $3.66M | Buy |
187,497
+123,599
| +193% | +$2.41M | 0.11% | 350 |
|
|
2016
Q3 | $1.16M | Buy |
+63,898
| New | +$1.16M | 0.04% | 548 |
|
|
2015
Q3 | – | Sell |
-116,227
| Closed | -$5.5M | – | 843 |
|
|
2015
Q2 | $5.5M | Buy |
116,227
+19,745
| +20% | +$934K | 0.22% | 141 |
|
|
2015
Q1 | $4.78M | Buy |
96,482
+38,595
| +67% | +$1.91M | 0.19% | 208 |
|
|
2014
Q4 | $2.88M | Sell |
57,887
-8,559
| -13% | -$426K | 0.15% | 253 |
|
|
2014
Q3 | $3.44M | Buy |
+66,446
| New | +$3.44M | 0.27% | 128 |
|