AB
WDR

Amalgamated Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Amalgamated Bank’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
2020
Q2 		– Sell
-11,253
Closed -$128K – 1713
2020
Q1 		$128K Sell
11,253
-615
-5% -$9.17K ﹤0.01% 1458
2019
Q4 		$198K Buy
11,868
+329
+3% +$5.36K ﹤0.01% 1644
2019
Q3 		$198K Sell
11,539
-183
-2% -$3.07K ﹤0.01% 1556
2019
Q2 		$195K Buy
11,722
+108
+0.9% +$1.88K ﹤0.01% 1600
2019
Q1 		$201K Buy
11,614
+364
+3% +$6.42K ﹤0.01% 1510
2018
Q4 		$203K Sell
11,250
-278
-2% -$5.42K 0.01% 1410
2018
Q3 		$244K Sell
11,528
-190
-2% -$3.82K 0.01% 1226
2018
Q2 		$211K Buy
11,718
+246
+2% +$4.79K 0.01% 1548
2018
Q1 		$232K Sell
11,472
-275
-2% -$5.81K 0.01% 1372
2017
Q4 		$262K Buy
11,747
+759
+7% +$15.4K 0.01% 1338
2017
Q3 		$221K Sell
10,988
-91
-0.8% -$1.75K 0.01% 1394
2017
Q2 		$209K Sell
11,079
-107
-1% -$1.88K 0.01% 1418
2017
Q1 		$190K Buy
11,186
+14
+0.1% +$256 0.01% 1387
2016
Q4 		$218K Buy
+11,172
New +$208K 0.01% 1343
2016
Q2 		– Sell
-10,335
Closed -$243K – 1408
2016
Q1 		$243K Buy
10,335
+781
+8% +$19K 0.02% 1013
2015
Q4 		$274K Sell
9,554
-666
-7% -$22.9K 0.03% 850
2015
Q3 		$355K Buy
10,220
+147
+1% +$6.08K 0.04% 764
2015
Q2 		$477K Buy
10,073
+62
+0.6% +$3.02K 0.05% 600
2015
Q1 		$496K Buy
10,011
+340
+4% +$16.3K 0.06% 419
2014
Q4 		$482K Buy
9,671
+9
+0.1% +$429 0.08% 353
2014
Q3 		$499K Buy
9,662
+118
+1% +$6.57K 0.07% 346
2014
Q2 		$597K Sell
9,544
-511
-5% -$33.1K 0.09% 271
2014
Q1 		$740K Sell
10,055
-74
-0.7% -$5.08K 0.13% 174
2013
Q4 		$660K Buy
+10,129
New +$620K 0.11% 207

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Amalgamated Bank's WDR Position: Q2 2020 in Review

Amalgamated Bank sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 11,253 shares — an estimated $128K sold.

Amalgamated Bank first reported a position in WDR in Q4 2013 and held it in 24 quarters. The position peaked at $740K in Q1 2014. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

  • Amalgamated Bank reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
  • Amalgamated Bank sold 11,253 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $128K.
  • Amalgamated Bank first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 24 quarters.
  • Amalgamated Bank's Waddell & Reed Financial, Inc. position peaked at $740K in Q1 2014.
  • 219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on Amalgamated Bank's 13F filing for Q2 2020, filed 10 Aug 2020.