American National Insurance’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,300
| Closed | -$289K | – | 381 |
|
|
2017
Q2 | $289K | Sell |
15,300
-2,700
| -15% | -$51K | 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% | -$135K | 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 | +$900K | 0.07% | 240 |
|