CIBC Private Wealth Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-33,419
Closed -$1.16M 615
2015
Q3
$1.16M Buy
33,419
+10,150
+44% +$353K 0.01% 424
2015
Q2
$1.1M Hold
23,269
0.01% 451
2015
Q1
$1.15M Buy
+23,269
New +$1.15M 0.01% 448