CI
WDR

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

Cowen Inc’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
2015
Q2 		– Sell
-5,204
Closed -$258K – 537
2015
Q1 		$258K Buy
+5,204
New +$249K 0.02% 270

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cowen Inc's WDR Position: Q2 2015 in Review

Cowen Inc sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2015, closing a stake of 5,204 shares — an estimated $258K sold.

Cowen Inc first reported a position in WDR in Q1 2015 and held it in 1 quarter. The position peaked at $258K in Q1 2015. 289 funds tracked by Wall St. Rank hold WDR as of Q2 2015.

  • Cowen Inc reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2015 after selling out during the quarter.
  • Cowen Inc sold 5,204 Waddell & Reed Financial, Inc. shares in Q2 2015, an estimated $258K.
  • Cowen Inc first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 1 quarter.
  • Cowen Inc's Waddell & Reed Financial, Inc. position peaked at $258K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2015.

Based on Cowen Inc's 13F filing for Q2 2015, filed 14 Aug 2015.