Bogle Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-117,400
| Closed | -$3.36M | – | 485 |
|
|
2015
Q4 | $3.36M | Buy |
+117,400
| New | +$3.36M | 0.24% | 129 |
|
|
2015
Q1 | – | Sell |
-149,207
| Closed | -$7.43M | – | 440 |
|
|
2014
Q4 | $7.43M | Buy |
149,207
+121,241
| +434% | +$6.04M | 0.49% | 76 |
|
|
2014
Q3 | $1.45M | Sell |
27,966
-5,893
| -17% | -$304K | 0.09% | 216 |
|
|
2014
Q2 | $2.12M | Buy |
33,859
+3,400
| +11% | +$213K | 0.14% | 187 |
|
|
2014
Q1 | $2.24M | Buy |
30,459
+1,100
| +4% | +$81K | 0.15% | 195 |
|
|
2013
Q4 | $1.91M | Buy |
+29,359
| New | +$1.91M | 0.16% | 180 |
|
|
2013
Q3 | – | Sell |
-34,370
| Closed | -$1.5M | – | 373 |
|
|
2013
Q2 | $1.5M | Buy |
+34,370
| New | +$1.5M | 0.18% | 172 |
|