BFC
WDR

Bedel Financial Consulting’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-1,500
Closed -$30K – 727
2018
Q3 		$30K Hold
1,500
– – 0.02% 334
2018
Q2 		$27K Hold
1,500
– – 0.02% 341
2018
Q1 		$30K Buy
+1,500
New +$31.7K 0.02% 330

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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bedel Financial Consulting's WDR Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2018, closing a stake of 1,500 shares — an estimated $30K sold.

Bedel Financial Consulting first reported a position in WDR in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,500 Waddell & Reed Financial, Inc. shares in Q4 2018, an estimated $30K.
  • Bedel Financial Consulting first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Waddell & Reed Financial, Inc. position peaked at $30K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.