AI
WDR

Atria Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Atria Investments’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
2014
Q1 		– Sell
-29,301
Closed -$1.91M – 473
2013
Q4 		$1.91M Buy
+29,301
New +$1.79M 0.19% 103

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Atria Investments's WDR Position: Q1 2014 in Review

Atria Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 29,301 shares — an estimated $1.91M sold.

Atria Investments first reported a position in WDR in Q4 2013 and held it in 1 quarter. The position peaked at $1.91M in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • Atria Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • Atria Investments sold 29,301 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $1.91M.
  • Atria Investments first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 1 quarter.
  • Atria Investments's Waddell & Reed Financial, Inc. position peaked at $1.91M in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on Atria Investments's 13F filing for Q1 2014, filed 12 May 2014.