AQA
WDR

Alpha Quant Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Alpha Quant 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
2019
Q1 		$5K Hold
272
– – 0.01% 341
2018
Q4 		$5K Buy
+272
New +$5.3K 0.01% 343

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alpha Quant Advisors's WDR Position: Q1 2019 in Review

Alpha Quant Advisors held its Waddell & Reed Financial, Inc. (WDR) position steady in Q1 2019 at 272 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #341.

Alpha Quant Advisors first reported a position in WDR in Q4 2018 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold WDR as of Q1 2019.

  • Alpha Quant Advisors held 272 shares of Waddell & Reed Financial, Inc. worth $5K as of Q1 2019.
  • Alpha Quant Advisors left its Waddell & Reed Financial, Inc. share count unchanged in Q1 2019.
  • Waddell & Reed Financial, Inc. made up 0.01% of Alpha Quant Advisors's portfolio in Q1 2019, its #341 holding.
  • Alpha Quant Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.