Brown Brothers Harriman & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Brown Brothers Harriman & Co’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-159	Closed	-$3K	–	1359
2019 Q4	$3K	Hold	159	–	–	﹤0.01%	1024
2019 Q3	$3K	Buy	+159	New	+$2.66K	﹤0.01%	1059
2019 Q1	–	Sell	-47	Closed	-$1K	–	1147
2018 Q4	$1K	Buy	+47	New	+$916	﹤0.01%	926
2016 Q2	–	Sell	-207	Closed	-$5K	–	906
2016 Q1	$5K	Hold	207	–	–	﹤0.01%	613
2015 Q4	$6K	Hold	207	–	–	﹤0.01%	649
2015 Q3	$7K	Buy	+207	New	+$8.55K	﹤0.01%	696

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brown Brothers Harriman & Co's WDR Position: Q1 2020 in Review

Brown Brothers Harriman & Co sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 159 shares — an estimated $3K sold.

Brown Brothers Harriman & Co first reported a position in WDR in Q3 2015 and held it in 6 quarters. The position peaked at $7K in Q3 2015. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

Brown Brothers Harriman & Co reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
Brown Brothers Harriman & Co sold 159 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $3K.
Brown Brothers Harriman & Co first reported a position in Waddell & Reed Financial, Inc. in Q3 2015 and held it in 6 quarters.
Brown Brothers Harriman & Co's Waddell & Reed Financial, Inc. position peaked at $7K in Q3 2015.
213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2020, filed 15 May 2020.