Cadence Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-23,716
| Closed | -$558K | – | 675 |
|
|
2016
Q1 | $558K | Buy |
23,716
+1,988
| +9% | +$46.8K | 0.04% | 453 |
|
|
2015
Q4 | $623K | Buy |
21,728
+4,317
| +25% | +$124K | 0.04% | 434 |
|
|
2015
Q3 | $605K | Buy |
17,411
+2,098
| +14% | +$72.9K | 0.04% | 416 |
|
|
2015
Q2 | $724K | Buy |
15,313
+1,179
| +8% | +$55.7K | 0.04% | 479 |
|
|
2015
Q1 | $700K | Sell |
14,134
-5,822
| -29% | -$288K | 0.04% | 459 |
|
|
2014
Q4 | $994K | Buy |
+19,956
| New | +$994K | 0.06% | 407 |
|