AIA
WDR

Allegis Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		– Sell
2017
Q4 		$453K Sell
2017
Q3 		$1.15M Buy
2017
Q2 		$1.02M Buy
2017
Q1 		$870K Buy
2016
Q4 		$840K Buy
2016
Q3 		$621K Buy
2016
Q2 		$306K Buy
2016
Q1 		$245K Buy
2015
Q4 		$145K Buy