BIG
WDR

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

Bellwether Investment 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
2017
Q2 		– Sell
-1,352
Closed -$23K – 689
2017
Q1 		$23K Buy
1,352
+33
+3% +$604 0.06% 273
2016
Q4 		$26K Buy
+1,319
New +$24.5K 0.02% 380
2016
Q2 		$115K Buy
+6,700
New +$137K 0.13% 160

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bellwether Investment Group's WDR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 1,352 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in WDR in Q2 2016 and held it in 3 quarters. The position peaked at $115K in Q2 2016. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,352 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Waddell & Reed Financial, Inc. position peaked at $115K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.