BlackRock Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $13M | Buy |
664,571
+42,379
| +7% | +$827K | 0.02% | 948 |
|
|
2016
Q3 | $11.3M | Buy |
622,192
+219,063
| +54% | +$3.98M | 0.01% | 927 |
|
|
2016
Q2 | $6.94M | Buy |
403,129
+75,885
| +23% | +$1.31M | 0.01% | 1198 |
|
|
2016
Q1 | $7.7M | Buy |
327,244
+63,699
| +24% | +$1.5M | 0.01% | 1090 |
|
|
2015
Q4 | $7.55M | Buy |
263,545
+26,401
| +11% | +$757K | 0.01% | 1106 |
|
|
2015
Q3 | $8.25M | Sell |
237,144
-5,865
| -2% | -$204K | 0.01% | 1041 |
|
|
2015
Q2 | $11.5M | Buy |
243,009
+15,695
| +7% | +$743K | 0.01% | 920 |
|
|
2015
Q1 | $11.3M | Buy |
227,314
+652
| +0.3% | +$32.3K | 0.01% | 891 |
|
|
2014
Q4 | $11.3M | Sell |
226,662
-4,405
| -2% | -$219K | 0.02% | 866 |
|
|
2014
Q3 | $11.9M | Sell |
231,067
-2,460
| -1% | -$127K | 0.02% | 809 |
|
|
2014
Q2 | $14.6M | Sell |
233,527
-1,669
| -0.7% | -$104K | 0.02% | 719 |
|
|
2014
Q1 | $17.3M | Sell |
235,196
-3,852
| -2% | -$284K | 0.03% | 585 |
|
|
2013
Q4 | $15.6M | Sell |
239,048
-3,068
| -1% | -$200K | 0.02% | 614 |
|
|
2013
Q3 | $12.5M | Buy |
242,116
+22,944
| +10% | +$1.18M | 0.02% | 693 |
|
|
2013
Q2 | $9.53M | Buy |
+219,172
| New | +$9.53M | 0.02% | 782 |
|