ACM
WDR

Americafirst Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Americafirst Capital Management’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
Q1 		– Sell
-8,696
Closed -$170K – 267
2016
Q4 		$170K Sell
8,696
-1,057
-11% -$19.7K 0.18% 123
2016
Q3 		$177K Hold
9,753
– – 0.15% 136
2016
Q2 		$168K Buy
+9,753
New +$199K 0.11% 137

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Americafirst Capital Management's WDR Position: Q1 2017 in Review

Americafirst Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2017, closing a stake of 8,696 shares — an estimated $170K sold.

Americafirst Capital Management first reported a position in WDR in Q2 2016 and held it in 3 quarters. The position peaked at $177K in Q3 2016. 227 funds tracked by Wall St. Rank hold WDR as of Q1 2017.

  • Americafirst Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • Americafirst Capital Management sold 8,696 Waddell & Reed Financial, Inc. shares in Q1 2017, an estimated $170K.
  • Americafirst Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 3 quarters.
  • Americafirst Capital Management's Waddell & Reed Financial, Inc. position peaked at $177K in Q3 2016.
  • 227 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2017.

Based on Americafirst Capital Management's 13F filing for Q1 2017, filed 17 Apr 2017.