Citizens Financial Group
WDR

Citizens Financial Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Citizens Financial Group’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
Q1 		– Sell
-129
Closed -$4K – 820
2015
Q4 		$4K Buy
+129
New +$4.43K ﹤0.01% 590

Other funds holding WDR

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citizens Financial Group's WDR Position: Q1 2016 in Review

Citizens Financial Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2016, closing a stake of 129 shares — an estimated $4K sold.

Citizens Financial Group first reported a position in WDR in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 254 funds tracked by Wall St. Rank hold WDR as of Q1 2016.

  • Citizens Financial Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2016 after selling out during the quarter.
  • Citizens Financial Group sold 129 Waddell & Reed Financial, Inc. shares in Q1 2016, an estimated $4K.
  • Citizens Financial Group first reported a position in Waddell & Reed Financial, Inc. in Q4 2015 and held it in 1 quarter.
  • Citizens Financial Group's Waddell & Reed Financial, Inc. position peaked at $4K in Q4 2015.
  • 254 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2016.

Based on Citizens Financial Group's 13F filing for Q1 2016, filed 13 May 2016.