DCP
WDR

DSM Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

DSM Capital Partners’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
Q4 		– Sell
-18,470
Closed -$955K – 65
2014
Q3 		$955K Sell
18,470
-580
-3% -$32.3K 0.02% 62
2014
Q2 		$1.19M Sell
19,050
-175
-0.9% -$11.3K 0.02% 52
2014
Q1 		$1.42M Buy
19,225
+4,700
+32% +$323K 0.03% 47
2013
Q4 		$946K Sell
14,525
-10,520
-42% -$644K 0.02% 70
2013
Q3 		$1.29M Buy
25,045
+110
+0.4% +$5.47K 0.03% 50
2013
Q2 		$1.08M Buy
+24,935
New +$1.1M 0.03% 47

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DSM Capital Partners's WDR Position: Q4 2014 in Review

DSM Capital Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 18,470 shares — an estimated $955K sold.

DSM Capital Partners first reported a position in WDR in Q2 2013 and held it in 6 quarters. The position peaked at $1.42M in Q1 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • DSM Capital Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • DSM Capital Partners sold 18,470 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $955K.
  • DSM Capital Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 6 quarters.
  • DSM Capital Partners's Waddell & Reed Financial, Inc. position peaked at $1.42M in Q1 2014.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on DSM Capital Partners's 13F filing for Q4 2014, filed 12 Feb 2015.