Credit Agricole

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

Credit Agricole’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
2016 Q4	–	Sell	-8,548	Closed	-$155K	–	1588
2016 Q3	$155K	Sell	8,548 -14,625	-63%	-$266K	﹤0.01%	1480
2016 Q2	$399K	Sell	23,173 -14,663	-39%	-$299K	﹤0.01%	1225
2016 Q1	$891K	Sell	37,836 -19,540	-34%	-$475K	﹤0.01%	943
2015 Q4	$1.64M	Buy	57,376 +1,956	+4%	+$67.2K	0.01%	874
2015 Q3	$1.93M	Sell	55,420 -16,566	-23%	-$685K	0.01%	830
2015 Q2	$3.41M	Buy	71,986 +28,727	+66%	+$1.4M	0.02%	710
2015 Q1	$2.14M	Hold	43,259	–	–	0.01%	846
2014 Q4	$2.04M	Hold	43,259	–	–	0.01%	899
2014 Q3	$2.24M	Hold	43,259	–	–	0.01%	866
2014 Q2	$2.71M	Buy	+43,259	New	+$2.8M	0.01%	851

Other funds holding WDR

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return