CMBA
WDR

C.M. Bidwell & Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History

C.M. Bidwell & Associates’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
2017
Q3 		– Sell
-9,180
Closed -$173K – 381
2017
Q2 		$173K Buy
+9,180
New +$161K 0.04% 162
2014
Q2 		– Sell
-5,875
Closed -$433K – 301
2014
Q1 		$433K Buy
5,875
+1,605
+38% +$110K 0.1% 93
2013
Q4 		$278K Buy
+4,270
New +$261K 0.07% 116

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

C.M. Bidwell & Associates's WDR Position: Q3 2017 in Review

C.M. Bidwell & Associates sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 9,180 shares — an estimated $173K sold.

C.M. Bidwell & Associates first reported a position in WDR in Q4 2013 and held it in 3 quarters. The position peaked at $433K in Q1 2014. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

  • C.M. Bidwell & Associates reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 9,180 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $173K.
  • C.M. Bidwell & Associates first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Waddell & Reed Financial, Inc. position peaked at $433K in Q1 2014.
  • 217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2017, filed 13 Nov 2017.