CCMG
WDR

Clark Capital Management Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Clark Capital Management 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
2014
Q4 		– Sell
-18,376
Closed -$950K – 347
2014
Q3 		$950K Sell
18,376
-1,571
-8% -$87.5K 0.08% 128
2014
Q2 		$1.25M Buy
+19,947
New +$1.29M 0.1% 129

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clark Capital Management Group's WDR Position: Q4 2014 in Review

Clark Capital Management Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 18,376 shares — an estimated $950K sold.

Clark Capital Management Group first reported a position in WDR in Q2 2014 and held it in 2 quarters. The position peaked at $1.25M in Q2 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • Clark Capital Management Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • Clark Capital Management Group sold 18,376 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $950K.
  • Clark Capital Management Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 2 quarters.
  • Clark Capital Management Group's Waddell & Reed Financial, Inc. position peaked at $1.25M in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Clark Capital Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.