Benjamin F. Edwards & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Benjamin F. Edwards & Company’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
2019 Q4	–	Sell	-390	Closed	-$7K	–	1973
2019 Q3	$7K	Hold	390	–	–	﹤0.01%	1510
2019 Q2	$7K	Hold	390	–	–	﹤0.01%	1543
2019 Q1	$7K	Hold	390	–	–	﹤0.01%	1426
2018 Q4	$7K	Hold	390	–	–	﹤0.01%	1393
2018 Q3	$8K	Hold	390	–	–	﹤0.01%	1336
2018 Q2	$7K	Hold	390	–	–	﹤0.01%	1367
2018 Q1	$8K	Hold	390	–	–	﹤0.01%	1331
2017 Q4	$9K	Hold	390	–	–	﹤0.01%	1251
2017 Q3	$8K	Buy	+390	New	+$7.5K	﹤0.01%	1242
2017 Q2	–	Sell	-500	Closed	-$9K	–	1506
2017 Q1	$9K	Buy	+500	New	+$9.15K	﹤0.01%	1059
2016 Q4	–	Sell	-103	Closed	-$2K	–	1278
2016 Q3	$2K	Buy	103 +3	+3%	+$55	﹤0.01%	1066
2016 Q2	$2K	Buy	+100	New	+$2.04K	﹤0.01%	1030

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

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

BAM

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Benjamin F. Edwards & Company's WDR Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 390 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in WDR in Q2 2016 and held it in 12 quarters. The position peaked at $9K in Q4 2017. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

Benjamin F. Edwards & Company reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 390 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $7K.
Benjamin F. Edwards & Company first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 12 quarters.
Benjamin F. Edwards & Company's Waddell & Reed Financial, Inc. position peaked at $9K in Q4 2017.
224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.