ACI
WDR

AMP Capital Investors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

AMP Capital Investors’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
Q1 		– Sell
-25,997
Closed -$436K – 1260
2019
Q4 		$436K Hold
25,997
– – ﹤0.01% 1000
2019
Q3 		$453K Hold
25,997
– – ﹤0.01% 998
2019
Q2 		$432K Buy
25,997
+15,100
+139% +$263K ﹤0.01% 1018
2019
Q1 		$189K Sell
10,897
-8,170
-43% -$144K ﹤0.01% 1126
2018
Q4 		$340K Sell
19,067
-8,600
-31% -$168K ﹤0.01% 1009
2018
Q3 		$591K Sell
27,667
-24,600
-47% -$495K ﹤0.01% 960
2018
Q2 		$939K Sell
52,267
-22,300
-30% -$434K 0.01% 890
2018
Q1 		$1.47M Sell
74,567
-5,800
-7% -$123K 0.01% 812
2017
Q4 		$1.79M Buy
80,367
+25,700
+47% +$523K 0.01% 798
2017
Q3 		$1.1M Sell
54,667
-5,100
-9% -$98K 0.01% 854
2017
Q2 		$1.15M Buy
59,767
+15,600
+35% +$274K 0.01% 827
2017
Q1 		$751K Sell
44,167
-3,400
-7% -$62.3K ﹤0.01% 909
2016
Q4 		$923K Buy
47,567
+13,200
+38% +$246K 0.01% 891
2016
Q3 		$604K Buy
34,367
+4,900
+17% +$89.3K ﹤0.01% 952
2016
Q2 		$496K Hold
29,467
– – ﹤0.01% 947
2016
Q1 		$696K Buy
29,467
+1,800
+7% +$43.7K ﹤0.01% 900
2015
Q4 		$791K Sell
27,667
-6,833
-20% -$235K 0.01% 894
2015
Q3 		$1.19M Buy
34,500
+500
+1% +$20.7K 0.01% 796
2015
Q2 		$1.6M Buy
34,000
+15,000
+79% +$731K 0.01% 769
2015
Q1 		$947K Buy
+19,000
New +$909K 0.01% 901
2014
Q3 		– Sell
-3,282
Closed -$204K – 1220
2014
Q2 		$204K Sell
3,282
-2,600
-44% -$168K ﹤0.01% 1148
2014
Q1 		$424K Sell
5,882
-9,518
-62% -$654K ﹤0.01% 991
2013
Q4 		$997K Sell
15,400
-5,900
-28% -$361K 0.01% 869
2013
Q3 		$1.1M Hold
21,300
– – 0.01% 827
2013
Q2 		$936K Buy
+21,300
New +$939K 0.01% 923

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AMP Capital Investors's WDR Position: Q1 2020 in Review

AMP Capital Investors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 25,997 shares — an estimated $436K sold.

AMP Capital Investors first reported a position in WDR in Q2 2013 and held it in 25 quarters. The position peaked at $1.79M in Q4 2017. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • AMP Capital Investors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • AMP Capital Investors sold 25,997 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $436K.
  • AMP Capital Investors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 25 quarters.
  • AMP Capital Investors's Waddell & Reed Financial, Inc. position peaked at $1.79M in Q4 2017.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on AMP Capital Investors's 13F filing for Q1 2020, filed 13 May 2020.