BTIS
WDR

BB&T Investment Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History

BB&T Investment Services’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 		$11K Hold
488
– – ﹤0.01% 948
2017
Q3 		$10K Hold
488
– – ﹤0.01% 849
2017
Q2 		$9K Hold
488
– – ﹤0.01% 815
2017
Q1 		$8K Hold
488
– – ﹤0.01% 758
2016
Q4 		$10K Buy
+488
New +$9.08K 0.01% 521

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BB&T Investment Services's WDR Position: Q4 2017 in Review

BB&T Investment Services held its Waddell & Reed Financial, Inc. (WDR) position steady in Q4 2017 at 488 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

BB&T Investment Services first reported a position in WDR in Q4 2016 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • BB&T Investment Services held 488 shares of Waddell & Reed Financial, Inc. worth $11K as of Q4 2017.
  • BB&T Investment Services left its Waddell & Reed Financial, Inc. share count unchanged in Q4 2017.
  • Waddell & Reed Financial, Inc. made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #948 holding.
  • BB&T Investment Services first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.