CCA
WDR

Checchi Capital Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-108
Closed -$2K – 1360
2016
Q2 		$2K Sell
108
-283
-72% -$5.78K ﹤0.01% 1532
2016
Q1 		$9K Buy
+391
New +$9.5K ﹤0.01% 1339

Other funds holding WDR

BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Checchi Capital Advisers's WDR Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2016, closing a stake of 108 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in WDR in Q1 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2016. 238 funds tracked by Wall St. Rank hold WDR as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 108 Waddell & Reed Financial, Inc. shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in Waddell & Reed Financial, Inc. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Waddell & Reed Financial, Inc. position peaked at $9K in Q1 2016.
  • 238 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.