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

Cutler Group’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 Q2	–	Sell	-8,900	Closed	-$1K	–	5181
2018 Q1	$1K	Buy	8,900 +8,200	+1,171%	+$173K	﹤0.01%	4253
2017 Q4	$1K	Sell	700 -5,300	-88%	-$108K	﹤0.01%	4688
2017 Q3	$3K	Buy	6,000 +1,300	+28%	+$25K	﹤0.01%	4929
2017 Q2	$7K	Sell	4,700 -41,000	-90%	-$720K	﹤0.01%	4596
2017 Q1	$4K	Sell	45,700 -62,300	-58%	-$1.14M	﹤0.01%	4992
2016 Q4	$77K	Buy	+108,000	New	+$2.01M	﹤0.01%	2151
2016 Q2	–	Sell	-5,700	Closed	-$2K	–	7561
2016 Q1	$2K	Buy	5,700 +1,500	+36%	+$36.4K	﹤0.01%	5753
2015 Q4	$3K	Buy	+4,200	New	+$144K	﹤0.01%	5434

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutler Group's WDR Position: Q1 2021 in Review

Cutler Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2021, closing a stake of 2,278 shares — an estimated $58K sold.

Cutler Group first reported a position in WDR in Q2 2016 and held it in 15 quarters. The position peaked at $306K in Q1 2017. 199 funds tracked by Wall St. Rank hold WDR as of Q1 2021.

Cutler Group reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2021 after selling out during the quarter.
Cutler Group sold 2,278 Waddell & Reed Financial, Inc. shares in Q1 2021, an estimated $58K.
Cutler Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 15 quarters.
Cutler Group's Waddell & Reed Financial, Inc. position peaked at $306K in Q1 2017.
199 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.