Analytic Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $764K | Sell |
42,049
-62,681
| -60% | -$1.14M | 0.01% | 412 |
|
|
2016
Q2 | $1.8M | Sell |
104,730
-209,373
| -67% | -$3.6M | 0.02% | 290 |
|
|
2016
Q1 | $7.39M | Buy |
+314,103
| New | +$7.39M | 0.09% | 175 |
|
|
2014
Q3 | – | Sell |
-211,249
| Closed | -$13.2M | – | 686 |
|
|
2014
Q2 | $13.2M | Buy |
+211,249
| New | +$13.2M | 0.21% | 114 |
|
|
2014
Q1 | – | Sell |
-103,583
| Closed | -$6.75M | – | 627 |
|
|
2013
Q4 | $6.75M | Buy |
+103,583
| New | +$6.75M | 0.11% | 157 |
|