Credit Agricole’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,548
| Closed | -$155K | – | 1534 |
|
|
2016
Q3 | $155K | Sell |
8,548
-14,625
| -63% | -$265K | ﹤0.01% | 1412 |
|
|
2016
Q2 | $399K | Sell |
23,173
-14,663
| -39% | -$252K | ﹤0.01% | 1168 |
|
|
2016
Q1 | $891K | Sell |
37,836
-19,540
| -34% | -$460K | ﹤0.01% | 939 |
|
|
2015
Q4 | $1.64M | Buy |
57,376
+1,956
| +4% | +$56K | 0.01% | 870 |
|
|
2015
Q3 | $1.93M | Sell |
55,420
-16,566
| -23% | -$576K | 0.01% | 825 |
|
|
2015
Q2 | $3.41M | Buy |
71,986
+28,727
| +66% | +$1.36M | 0.02% | 708 |
|
|
2015
Q1 | $2.14M | Hold |
43,259
| – | – | 0.01% | 843 |
|
|
2014
Q4 | $2.04M | Hold |
43,259
| – | – | 0.01% | 891 |
|
|
2014
Q3 | $2.24M | Hold |
43,259
| – | – | 0.01% | 856 |
|
|
2014
Q2 | $2.71M | Buy |
+43,259
| New | +$2.71M | 0.01% | 838 |
|