Crossmark Global Holdings’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Crossmark Global Holdings’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
2018 Q4	–	Sell	-12,898	Closed	-$273K	–	1598
2018 Q3	$273K	Buy	12,898 +170	+1%	+$3.42K	0.01%	1382
2018 Q2	$229K	Sell	12,728 -340	-3%	-$6.61K	0.01%	1477
2018 Q1	$264K	Sell	13,068 -3,338	-20%	-$70.5K	0.01%	1356
2017 Q4	$367K	Sell	16,406 -1,752	-10%	-$35.7K	0.01%	1231
2017 Q3	$364K	Buy	+18,158	New	+$349K	0.01%	1176
2016 Q3	$364K	Buy	+18,158	New	+$331K	0.01%	1176

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Crossmark Global Holdings's WDR Position: Q4 2018 in Review

Crossmark Global Holdings sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2018, closing a stake of 12,898 shares — an estimated $273K sold.

Crossmark Global Holdings first reported a position in WDR in Q3 2016 and held it in 6 quarters. The position peaked at $367K in Q4 2017. 245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

Crossmark Global Holdings reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 12,898 Waddell & Reed Financial, Inc. shares in Q4 2018, an estimated $273K.
Crossmark Global Holdings first reported a position in Waddell & Reed Financial, Inc. in Q3 2016 and held it in 6 quarters.
Crossmark Global Holdings's Waddell & Reed Financial, Inc. position peaked at $367K in Q4 2017.
245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.