American National Insurance’s Waddell & Reed Financial, Inc. WDR Stock Holding History

American National Insurance’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	-15,300	Closed	-$289K	–	381
2017 Q2	$289K	Sell	15,300 -2,700	-15%	-$47.4K	0.02%	327
2017 Q1	$306K	Hold	18,000	–	–	0.02%	324
2016 Q4	$351K	Hold	18,000	–	–	0.02%	302
2016 Q3	$327K	Hold	18,000	–	–	0.02%	347
2016 Q2	$310K	Hold	18,000	–	–	0.02%	352
2016 Q1	$424K	Hold	18,000	–	–	0.03%	334
2015 Q4	$516K	Hold	18,000	–	–	0.03%	318
2015 Q3	$626K	Hold	18,000	–	–	0.04%	285
2015 Q2	$852K	Hold	18,000	–	–	0.05%	260
2015 Q1	$892K	Hold	18,000	–	–	0.05%	256
2014 Q4	$897K	Sell	18,000 -2,700	-13%	-$129K	0.05%	256
2014 Q3	$1.07M	Hold	20,700	–	–	0.07%	237
2014 Q2	$1.3M	Hold	20,700	–	–	0.08%	227
2014 Q1	$1.52M	Hold	20,700	–	–	0.1%	209
2013 Q4	$1.35M	Hold	20,700	–	–	0.09%	215
2013 Q3	$1.07M	Hold	20,700	–	–	0.08%	225
2013 Q2	$900K	Buy	+20,700	New	+$912K	0.07%	240

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

American National Insurance's WDR Position: Q3 2017 in Review

American National Insurance sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 15,300 shares — an estimated $289K sold.

American National Insurance first reported a position in WDR in Q2 2013 and held it in 17 quarters. The position peaked at $1.52M in Q1 2014. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

American National Insurance reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
American National Insurance sold 15,300 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $289K.
American National Insurance first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 17 quarters.
American National Insurance's Waddell & Reed Financial, Inc. position peaked at $1.52M in Q1 2014.
217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on American National Insurance's 13F filing for Q3 2017, filed 13 Nov 2017.