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 $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Credit Agricole's WDR Position: Q4 2016 in Review

Credit Agricole sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2016, closing a stake of 8,548 shares — an estimated $155K sold.

Credit Agricole first reported a position in WDR in Q2 2014 and held it in 10 quarters. The position peaked at $3.41M in Q2 2015. 248 funds tracked by Wall St. Rank hold WDR as of Q4 2016.

Credit Agricole reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2016 after selling out during the quarter.
Credit Agricole sold 8,548 Waddell & Reed Financial, Inc. shares in Q4 2016, an estimated $155K.
Credit Agricole first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 10 quarters.
Credit Agricole's Waddell & Reed Financial, Inc. position peaked at $3.41M in Q2 2015.
248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2016.

Based on Credit Agricole's 13F filing for Q4 2016, filed 13 Feb 2017.