Clinton Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,823
| Closed | -$204K | – | 657 |
|
|
2017
Q2 | $204K | Sell |
10,823
-100,416
| -90% | -$1.89M | 0.02% | 524 |
|
|
2017
Q1 | $1.89M | Buy |
111,239
+12,541
| +13% | +$213K | 0.11% | 269 |
|
|
2016
Q4 | $1.93M | Sell |
98,698
-43,497
| -31% | -$849K | 0.11% | 238 |
|
|
2016
Q3 | $2.58M | Buy |
142,195
+13,364
| +10% | +$243K | 0.12% | 240 |
|
|
2016
Q2 | $2.22M | Buy |
128,831
+72,594
| +129% | +$1.25M | 0.1% | 294 |
|
|
2016
Q1 | $1.32M | Sell |
56,237
-4,055
| -7% | -$95.5K | 0.08% | 354 |
|
|
2015
Q4 | $1.73M | Buy |
+60,292
| New | +$1.73M | 0.14% | 235 |
|
|
2014
Q1 | – | Sell |
-8,177
| Closed | -$532K | – | 465 |
|
|
2013
Q4 | $532K | Buy |
+8,177
| New | +$532K | 0.18% | 156 |
|