Anchor Capital Advisors’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
Q1 | – | Sell |
-36,156
| Closed | -$1.04M | – | 292 |
|
|
2015
Q4 | $1.04M | Sell |
36,156
-70,352
| -66% | -$2.02M | 0.03% | 179 |
|
|
2015
Q3 | $3.7M | Sell |
106,508
-29,080
| -21% | -$1.01M | 0.09% | 122 |
|
|
2015
Q2 | $6.42M | Sell |
135,588
-2,645
| -2% | -$125K | 0.14% | 120 |
|
|
2015
Q1 | $6.85M | Sell |
138,233
-26,665
| -16% | -$1.32M | 0.15% | 122 |
|
|
2014
Q4 | $8.22M | Sell |
164,898
-18,576
| -10% | -$925K | 0.17% | 115 |
|
|
2014
Q3 | $9.48M | Sell |
183,474
-68,036
| -27% | -$3.52M | 0.2% | 107 |
|
|
2014
Q2 | $15.7M | Sell |
251,510
-22,592
| -8% | -$1.41M | 0.3% | 95 |
|
|
2014
Q1 | $20.2M | Sell |
274,102
-17,475
| -6% | -$1.29M | 0.4% | 85 |
|
|
2013
Q4 | $19M | Sell |
291,577
-35,615
| -11% | -$2.32M | 0.38% | 86 |
|
|
2013
Q3 | $16.8M | Sell |
327,192
-32,694
| -9% | -$1.68M | 0.36% | 83 |
|
|
2013
Q2 | $15.7M | Buy |
+359,886
| New | +$15.7M | 0.33% | 80 |
|