CI Global Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-10,000
| Closed | -$736K | – | 229 |
|
|
2014
Q1 | $736K | Sell |
10,000
-15,000
| -60% | -$1.1M | 0.02% | 177 |
|
|
2013
Q4 | $1.63M | Hold |
25,000
| – | – | 0.05% | 160 |
|
|
2013
Q3 | $1.29M | Hold |
25,000
| – | – | 0.05% | 165 |
|
|
2013
Q2 | $1.09M | Buy |
+25,000
| New | +$1.09M | 0.05% | 155 |
|