CC
WDR
Cipher Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,377
| Closed | -$273K | – | 713 |
|
|
2019
Q2 | $273K | Buy |
+16,377
| New | +$273K | 0.02% | 447 |
|
|
2018
Q4 | – | Sell |
-15,396
| Closed | -$326K | – | 697 |
|
|
2018
Q3 | $326K | Sell |
15,396
-25,847
| -63% | -$547K | 0.06% | 341 |
|
|
2018
Q2 | $741K | Sell |
41,243
-32,469
| -44% | -$583K | 0.15% | 202 |
|
|
2018
Q1 | $1.49M | Buy |
73,712
+24,905
| +51% | +$503K | 0.18% | 193 |
|
|
2017
Q4 | $1.09M | Buy |
48,807
+28,057
| +135% | +$627K | 0.09% | 344 |
|
|
2017
Q3 | $416K | Sell |
20,750
-14,285
| -41% | -$286K | 0.03% | 504 |
|
|
2017
Q2 | $661K | Buy |
35,035
+21,908
| +167% | +$413K | 0.05% | 429 |
|
|
2017
Q1 | $223K | Buy |
13,127
+104
| +0.8% | +$1.77K | 0.02% | 551 |
|
|
2016
Q4 | $254K | Sell |
13,023
-71,045
| -85% | -$1.39M | 0.02% | 568 |
|
|
2016
Q3 | $1.53M | Sell |
84,068
-7,628
| -8% | -$139K | 0.09% | 352 |
|
|
2016
Q2 | $1.58M | Buy |
91,696
+27,860
| +44% | +$480K | 0.11% | 313 |
|
|
2016
Q1 | $1.5M | Buy |
63,836
+56,396
| +758% | +$1.33M | 0.14% | 255 |
|
|
2015
Q4 | $214K | Buy |
+7,440
| New | +$214K | 0.03% | 502 |
|
|
2015
Q1 | – | Sell |
-22,946
| Closed | -$1.14M | – | 608 |
|
|
2014
Q4 | $1.14M | Sell |
22,946
-4,269
| -16% | -$213K | 0.3% | 115 |
|
|
2014
Q3 | $1.41M | Buy |
27,215
+12,511
| +85% | +$647K | 0.36% | 86 |
|
|
2014
Q2 | $920K | Buy |
+14,704
| New | +$920K | 0.3% | 113 |
|