BlackRock Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.65M | Buy |
238,467
+20,266
| +9% | +$396K | ﹤0.01% | 1220 |
|
|
2016
Q3 | $3.96M | Buy |
218,201
+33,684
| +18% | +$612K | ﹤0.01% | 1211 |
|
|
2016
Q2 | $3.18M | Sell |
184,517
-2,175
| -1% | -$37.5K | ﹤0.01% | 1287 |
|
|
2016
Q1 | $4.39M | Buy |
186,692
+118,521
| +174% | +$2.79M | ﹤0.01% | 1127 |
|
|
2015
Q4 | $1.95M | Sell |
68,171
-1,063
| -2% | -$30.5K | ﹤0.01% | 1488 |
|
|
2015
Q3 | $2.41M | Buy |
69,234
+4,460
| +7% | +$155K | ﹤0.01% | 1381 |
|
|
2015
Q2 | $3.07M | Sell |
64,774
-9,794
| -13% | -$463K | ﹤0.01% | 1341 |
|
|
2015
Q1 | $3.7M | Sell |
74,568
-96,698
| -56% | -$4.79M | ﹤0.01% | 1227 |
|
|
2014
Q4 | $8.53M | Buy |
171,266
+11,090
| +7% | +$553K | ﹤0.01% | 994 |
|
|
2014
Q3 | $8.28M | Buy |
160,176
+111,741
| +231% | +$5.78M | ﹤0.01% | 984 |
|
|
2014
Q2 | $3.03M | Sell |
48,435
-42,592
| -47% | -$2.67M | ﹤0.01% | 1277 |
|
|
2014
Q1 | $6.7M | Buy |
91,027
+28,408
| +45% | +$2.09M | ﹤0.01% | 1012 |
|
|
2013
Q4 | $4.08M | Sell |
62,619
-145,669
| -70% | -$9.49M | ﹤0.01% | 1128 |
|
|
2013
Q3 | $10.7M | Buy |
208,288
+161,720
| +347% | +$8.32M | 0.01% | 900 |
|
|
2013
Q2 | $2.03M | Buy |
+46,568
| New | +$2.03M | ﹤0.01% | 1274 |
|