Dalton, Greiner, Hartman, Maher & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$11.9K 0.04% 175
2015
Q2
$1.01M Buy
21,382
+110
+0.5% +$5.36K 0.05% 174
2015
Q1
$1.05M Hold
21,272
0.06% 167
2014
Q4
$1.06M Sell
21,272
-10,138
-32% -$484K 0.06% 161
2014
Q3
$1.62M Buy
31,410
+9,676
+45% +$539K 0.09% 118
2014
Q2
$1.36M Buy
21,734
+462
+2% +$29.9K 0.07% 134
2014
Q1
$1.57M Sell
21,272
-243
-1% -$16.7K 0.09% 119
2013
Q4
$1.4M Sell
21,515
-8,910
-29% -$545K 0.08% 139
2013
Q3
$1.57M Buy
30,425
+278
+0.9% +$13.8K 0.11% 123
2013
Q2
$1.31M Buy
+30,147
New +$1.33M 0.1% 129

Other funds holding WDR

Dalton, Greiner, Hartman, Maher & Co's WDR Position: Q1 2016 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2016, closing a stake of 21,670 shares — an estimated $621K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in WDR in Q2 2013 and held it in 11 quarters. The position peaked at $1.62M in Q3 2014. 254 funds tracked by Wall St. Rank hold WDR as of Q1 2016.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2016 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 21,670 Waddell & Reed Financial, Inc. shares in Q1 2016, an estimated $621K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 11 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's Waddell & Reed Financial, Inc. position peaked at $1.62M in Q3 2014.
  • 254 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2016.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q1 2016, filed 14 Apr 2016.