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WDR

Ancora Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Ancora Advisors’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
Q4 		– Sell
-25,000
Closed -$502K – 684
2017
Q3 		$502K Sell
25,000
-2,429
-9% -$46.7K 0.03% 456
2017
Q2 		$518K Buy
27,429
+5,429
+25% +$95.3K 0.03% 414
2017
Q1 		$374K Buy
22,000
+11,000
+100% +$201K 0.03% 472
2016
Q4 		$215K Buy
+11,000
New +$205K 0.02% 543

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ancora Advisors's WDR Position: Q4 2017 in Review

Ancora Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 25,000 shares — an estimated $502K sold.

Ancora Advisors first reported a position in WDR in Q4 2016 and held it in 4 quarters. The position peaked at $518K in Q2 2017. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • Ancora Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • Ancora Advisors sold 25,000 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $502K.
  • Ancora Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 4 quarters.
  • Ancora Advisors's Waddell & Reed Financial, Inc. position peaked at $518K in Q2 2017.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Ancora Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.