CBOA
WDR

Commonwealth Bank of Australia’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Commonwealth Bank of Australia’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
2019
Q3 		– Sell
-35,800
Closed -$596K – 1081
2019
Q2 		$596K Buy
35,800
+16,500
+85% +$288K 0.01% 670
2019
Q1 		$333K Hold
19,300
– – ﹤0.01% 750
2018
Q4 		$348K Hold
19,300
– – ﹤0.01% 687
2018
Q3 		$408K Buy
+19,300
New +$388K ﹤0.01% 711

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Commonwealth Bank of Australia's WDR Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 35,800 shares — an estimated $596K sold.

Commonwealth Bank of Australia first reported a position in WDR in Q3 2018 and held it in 4 quarters. The position peaked at $596K in Q2 2019. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 35,800 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $596K.
  • Commonwealth Bank of Australia first reported a position in Waddell & Reed Financial, Inc. in Q3 2018 and held it in 4 quarters.
  • Commonwealth Bank of Australia's Waddell & Reed Financial, Inc. position peaked at $596K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.