DFIM
WDR

Detwiler Fenton Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q2 		– Sell
-7,200
Closed -$530K – 121
2014
Q1 		$530K Hold
7,200
– – 0.46% 45
2013
Q4 		$469K Hold
7,200
– – 0.42% 59
2013
Q3 		$371K Buy
+7,200
New +$358K 0.33% 72

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Detwiler Fenton Investment Management's WDR Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2014, closing a stake of 7,200 shares — an estimated $530K sold.

Detwiler Fenton Investment Management first reported a position in WDR in Q3 2013 and held it in 3 quarters. The position peaked at $530K in Q1 2014. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 7,200 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $530K.
  • Detwiler Fenton Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 3 quarters.
  • Detwiler Fenton Investment Management's Waddell & Reed Financial, Inc. position peaked at $530K in Q1 2014.
  • 334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.