BOK Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-16,038
| Closed | -$276K | – | 922 |
|
|
2016
Q2 | $276K | Sell |
16,038
-11,804
| -42% | -$203K | 0.01% | 732 |
|
|
2016
Q1 | $655K | Buy |
27,842
+2,290
| +9% | +$53.9K | 0.02% | 515 |
|
|
2015
Q4 | $733K | Buy |
25,552
+569
| +2% | +$16.3K | 0.03% | 494 |
|
|
2015
Q3 | $869K | Buy |
24,983
+424
| +2% | +$14.7K | 0.03% | 453 |
|
|
2015
Q2 | $1.16M | Buy |
24,559
+2,508
| +11% | +$119K | 0.04% | 423 |
|
|
2015
Q1 | $1.09M | Buy |
22,051
+6,443
| +41% | +$319K | 0.04% | 427 |
|
|
2014
Q4 | $778K | Sell |
15,608
-1,710
| -10% | -$85.2K | 0.03% | 445 |
|
|
2014
Q3 | $896K | Sell |
17,318
-100
| -0.6% | -$5.17K | 0.03% | 458 |
|
|
2014
Q2 | $1.09M | Buy |
17,418
+4,558
| +35% | +$285K | 0.04% | 435 |
|
|
2014
Q1 | $947K | Buy |
+12,860
| New | +$947K | 0.03% | 454 |
|
|
2013
Q4 | – | Sell |
-9,830
| Closed | -$506K | – | 901 |
|
|
2013
Q3 | $506K | Buy |
+9,830
| New | +$506K | 0.02% | 570 |
|