DSM Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-18,470
| Closed | -$955K | – | 65 |
|
|
2014
Q3 | $955K | Sell |
18,470
-580
| -3% | -$30K | 0.02% | 62 |
|
|
2014
Q2 | $1.19M | Sell |
19,050
-175
| -0.9% | -$11K | 0.02% | 52 |
|
|
2014
Q1 | $1.42M | Buy |
19,225
+4,700
| +32% | +$346K | 0.03% | 47 |
|
|
2013
Q4 | $946K | Sell |
14,525
-10,520
| -42% | -$685K | 0.02% | 70 |
|
|
2013
Q3 | $1.29M | Buy |
25,045
+110
| +0.4% | +$5.67K | 0.03% | 50 |
|
|
2013
Q2 | $1.09M | Buy |
+24,935
| New | +$1.09M | 0.03% | 47 |
|