Dalton, Greiner, Hartman, Maher & Co’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
Q1 | – | Sell |
-21,670
| Closed | -$621K | – | 186 |
|
|
2015
Q4 | $621K | Hold |
21,670
| – | – | 0.04% | 161 |
|
|
2015
Q3 | $753K | Buy |
21,670
+288
| +1% | +$10K | 0.04% | 175 |
|
|
2015
Q2 | $1.01M | Buy |
21,382
+110
| +0.5% | +$5.21K | 0.05% | 174 |
|
|
2015
Q1 | $1.05M | Hold |
21,272
| – | – | 0.06% | 167 |
|
|
2014
Q4 | $1.06M | Sell |
21,272
-10,138
| -32% | -$505K | 0.06% | 161 |
|
|
2014
Q3 | $1.62M | Buy |
31,410
+9,676
| +45% | +$500K | 0.09% | 118 |
|
|
2014
Q2 | $1.36M | Buy |
21,734
+462
| +2% | +$28.9K | 0.07% | 134 |
|
|
2014
Q1 | $1.57M | Sell |
21,272
-243
| -1% | -$17.9K | 0.09% | 119 |
|
|
2013
Q4 | $1.4M | Sell |
21,515
-8,910
| -29% | -$580K | 0.08% | 139 |
|
|
2013
Q3 | $1.57M | Buy |
30,425
+278
| +0.9% | +$14.3K | 0.11% | 123 |
|
|
2013
Q2 | $1.31M | Buy |
+30,147
| New | +$1.31M | 0.1% | 129 |
|