Barber Financial Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Barber Financial Group’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
2020 Q3	–	Sell	-17,332	Closed	-$269K	–	138
2020 Q2	$269K	Buy	17,332 +302	+2%	+$4.14K	0.06%	97
2020 Q1	$194K	Buy	17,030 +216	+1%	+$3.22K	0.06%	103
2019 Q4	$281K	Buy	16,814 +277	+2%	+$4.51K	0.06%	111
2019 Q3	$284K	Buy	16,537 +391	+2%	+$6.55K	0.06%	107
2019 Q2	$269K	Hold	16,146	–	–	0.06%	114
2019 Q1	$279K	Hold	16,146	–	–	0.05%	106
2018 Q4	$292K	Hold	16,146	–	–	0.06%	105
2018 Q3	$342K	Hold	16,146	–	–	0.08%	92
2018 Q2	$290K	Buy	+16,146	New	+$314K	0.08%	93

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barber Financial Group's WDR Position: Q3 2020 in Review

Barber Financial Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 17,332 shares — an estimated $269K sold.

Barber Financial Group first reported a position in WDR in Q2 2018 and held it in 9 quarters. The position peaked at $342K in Q3 2018. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

Barber Financial Group reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
Barber Financial Group sold 17,332 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $269K.
Barber Financial Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2018 and held it in 9 quarters.
Barber Financial Group's Waddell & Reed Financial, Inc. position peaked at $342K in Q3 2018.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on Barber Financial Group's 13F filing for Q3 2020, filed 4 Nov 2020.