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

Alpine Partners USVI’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
2014 Q4	$304K	Buy	+6,108	New	+$291K	1.01%	9

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alpine Partners USVI's WDR Position: Q4 2014 in Review

Alpine Partners USVI opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q4 2014: 6,108 shares worth $304K. The stake represents 1.01% of the portfolio and ranks #9 among its holdings.

315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

Alpine Partners USVI held 6,108 shares of Waddell & Reed Financial, Inc. worth $304K as of Q4 2014.
Waddell & Reed Financial, Inc. was a new Alpine Partners USVI position in Q4 2014.
Waddell & Reed Financial, Inc. made up 1.01% of Alpine Partners USVI's portfolio in Q4 2014, its #9 holding.
315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Alpine Partners USVI's 13F filing for Q4 2014, filed 12 Feb 2015.