Alyeska Investment Group
WDR

Alyeska Investment Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Alyeska Investment Group’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
Q3 		– Sell
-61,859
Closed -$1.17M – 566
2017
Q2 		$1.17M Buy
+61,859
New +$1.09M 0.01% 393

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alyeska Investment Group's WDR Position: Q3 2017 in Review

Alyeska Investment Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 61,859 shares — an estimated $1.17M sold.

Alyeska Investment Group first reported a position in WDR in Q2 2017 and held it in 1 quarter. The position peaked at $1.17M in Q2 2017. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

  • Alyeska Investment Group reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
  • Alyeska Investment Group sold 61,859 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $1.17M.
  • Alyeska Investment Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2017 and held it in 1 quarter.
  • Alyeska Investment Group's Waddell & Reed Financial, Inc. position peaked at $1.17M in Q2 2017.
  • 217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on Alyeska Investment Group's 13F filing for Q3 2017, filed 14 Nov 2017.