CA
WDR

Commerzbank Aktiengesellschaft’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Commerzbank Aktiengesellschaft’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
Q1 		– Sell
-8,244
Closed -$534K – 1419
2013
Q4 		$534K Buy
8,244
+467
+6% +$28.6K ﹤0.01% 1034
2013
Q3 		$400K Sell
7,777
-8
-0.1% -$398 ﹤0.01% 1051
2013
Q2 		$339K Buy
+7,785
New +$343K ﹤0.01% 1203

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Commerzbank Aktiengesellschaft's WDR Position: Q1 2014 in Review

Commerzbank Aktiengesellschaft sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 8,244 shares — an estimated $534K sold.

Commerzbank Aktiengesellschaft first reported a position in WDR in Q2 2013 and held it in 3 quarters. The position peaked at $534K in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • Commerzbank Aktiengesellschaft reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • Commerzbank Aktiengesellschaft sold 8,244 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $534K.
  • Commerzbank Aktiengesellschaft first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 3 quarters.
  • Commerzbank Aktiengesellschaft's Waddell & Reed Financial, Inc. position peaked at $534K in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on Commerzbank Aktiengesellschaft's 13F filing for Q1 2014, filed 14 May 2014.