AIA
WDR

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

Arrow Investment 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
2018
Q2 		– Sell
-25,888
Closed -$523K – 100
2018
Q1 		$523K Sell
25,888
-7,812
-23% -$165K 0.15% 54
2017
Q4 		$753K Sell
33,700
-500
-1% -$10.2K 0.21% 29
2017
Q3 		$686K Sell
34,200
-4,800
-12% -$92.3K 0.21% 52
2017
Q2 		$736K Buy
+39,000
New +$685K 0.2% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Arrow Investment Advisors's WDR Position: Q2 2018 in Review

Arrow Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 25,888 shares — an estimated $523K sold.

Arrow Investment Advisors first reported a position in WDR in Q2 2017 and held it in 4 quarters. The position peaked at $753K in Q4 2017. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

  • Arrow Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
  • Arrow Investment Advisors sold 25,888 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $523K.
  • Arrow Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2017 and held it in 4 quarters.
  • Arrow Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $753K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on Arrow Investment Advisors's 13F filing for Q2 2018, filed 3 Aug 2018.