Cerity Partners
WDR

Cerity Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Cerity Partners’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
2018
Q1 		– Sell
-10,867
Closed -$243K – 598
2017
Q4 		$243K Hold
10,867
– – 0.02% 493
2017
Q3 		$218K Buy
10,867
+5,575
+105% +$107K 0.02% 521
2017
Q2 		$463K Sell
5,292
-6,560
-55% -$115K 0.04% 236
2017
Q1 		$201K Buy
+11,852
New +$217K 0.02% 416

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cerity Partners's WDR Position: Q1 2018 in Review

Cerity Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2018, closing a stake of 10,867 shares — an estimated $243K sold.

Cerity Partners first reported a position in WDR in Q1 2017 and held it in 4 quarters. The position peaked at $463K in Q2 2017. 252 funds tracked by Wall St. Rank hold WDR as of Q1 2018.

  • Cerity Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2018 after selling out during the quarter.
  • Cerity Partners sold 10,867 Waddell & Reed Financial, Inc. shares in Q1 2018, an estimated $243K.
  • Cerity Partners first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 4 quarters.
  • Cerity Partners's Waddell & Reed Financial, Inc. position peaked at $463K in Q2 2017.
  • 252 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2018.

Based on Cerity Partners's 13F filing for Q1 2018, filed 15 May 2018.