DC
WDR
Davenport & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-706,048
| Closed | -$33.4M | – | 629 |
|
|
2015
Q2 | $33.4M | Buy |
706,048
+11,868
| +2% | +$561K | 0.52% | 77 |
|
|
2015
Q1 | $34.4M | Buy |
694,180
+52,015
| +8% | +$2.58M | 0.53% | 76 |
|
|
2014
Q4 | $32M | Buy |
642,165
+216,515
| +51% | +$10.8M | 0.52% | 77 |
|
|
2014
Q3 | $22M | Buy |
+425,650
| New | +$22M | 0.38% | 95 |
|