Channing Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-47,937
| Closed | -$2.39M | – | 93 |
|
|
2014
Q4 | $2.39M | Buy |
47,937
+9,307
| +24% | +$464K | 0.12% | 92 |
|
|
2014
Q3 | $2M | Buy |
38,630
+10,558
| +38% | +$546K | 0.12% | 91 |
|
|
2014
Q2 | $1.76M | Hold |
28,072
| – | – | 0.1% | 95 |
|
|
2014
Q1 | $2.07M | Hold |
28,072
| – | – | 0.13% | 95 |
|
|
2013
Q4 | $1.83M | Sell |
28,072
-397,423
| -93% | -$25.9M | 0.12% | 95 |
|
|
2013
Q3 | $21.9M | Buy |
425,495
+79,900
| +23% | +$4.11M | 1.61% | 11 |
|
|
2013
Q2 | $15M | Buy |
+345,595
| New | +$15M | 1.35% | 25 |
|