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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	+$112K	0.02%	521
2017 Q2	$463K	Sell	5,292 -6,560	-55%	-$574K	0.04%	236
2017 Q1	$201K	Buy	+11,852	New	+$201K	0.02%	416