BA
WDR
Boston Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-51,934
| Closed | -$1.81M | – | 769 |
|
|
2015
Q3 | $1.81M | Buy |
+51,934
| New | +$1.81M | 0.07% | 294 |
|
|
2014
Q3 | – | Sell |
-160,234
| Closed | -$10M | – | 600 |
|
|
2014
Q2 | $10M | Sell |
160,234
-19,694
| -11% | -$1.23M | 0.43% | 73 |
|
|
2014
Q1 | $13.2M | Buy |
179,928
+24
| +0% | +$1.77K | 0.59% | 53 |
|
|
2013
Q4 | $11.7M | Sell |
179,904
-66,948
| -27% | -$4.36M | 0.56% | 61 |
|
|
2013
Q3 | $12.7M | Sell |
246,852
-76,941
| -24% | -$3.96M | 0.67% | 47 |
|
|
2013
Q2 | $14.1M | Buy |
+323,793
| New | +$14.1M | 0.68% | 50 |
|