Dynamic Technology Lab’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Dynamic Technology Lab’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
2019 Q4	–	Sell	-13,512	Closed	-$232K	–	1429
2019 Q3	$232K	Buy	13,512 +872	+7%	+$14.6K	0.04%	759
2019 Q2	$211K	Sell	12,640 -17,198	-58%	-$300K	0.04%	793
2019 Q1	$516K	Buy	+29,838	New	+$526K	0.08%	426
2018 Q3	–	Sell	-50,157	Closed	-$902K	–	1468
2018 Q2	$902K	Buy	+50,157	New	+$976K	0.14%	220
2017 Q1	–	Sell	-11,541	Closed	-$225K	–	1376
2016 Q4	$225K	Buy	+11,541	New	+$215K	0.06%	669
2016 Q3	–	Sell	-13,716	Closed	-$236K	–	1254
2016 Q2	$236K	Sell	13,716 -10,333	-43%	-$211K	0.06%	635
2016 Q1	$566K	Buy	24,049 +13,744	+133%	+$334K	0.15%	210
2015 Q4	$295K	Buy	+10,305	New	+$354K	0.09%	503
2014 Q4	–	Sell	-6,395	Closed	-$331K	–	945
2014 Q3	$331K	Buy	+6,395	New	+$356K	0.16%	257
2014 Q1	–	Sell	-9,142	Closed	-$595K	–	789
2013 Q4	$595K	Buy	+9,142	New	+$559K	0.41%	22

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dynamic Technology Lab's WDR Position: Q4 2019 in Review

Dynamic Technology Lab sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2019, closing a stake of 13,512 shares — an estimated $232K sold.

Dynamic Technology Lab first reported a position in WDR in Q4 2013 and held it in 10 quarters. The position peaked at $902K in Q2 2018. 224 funds tracked by Wall St. Rank hold WDR as of Q4 2019.

Dynamic Technology Lab reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2019 after selling out during the quarter.
Dynamic Technology Lab sold 13,512 Waddell & Reed Financial, Inc. shares in Q4 2019, an estimated $232K.
Dynamic Technology Lab first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 10 quarters.
Dynamic Technology Lab's Waddell & Reed Financial, Inc. position peaked at $902K in Q2 2018.
224 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2019.

Based on Dynamic Technology Lab's 13F filing for Q4 2019, filed 14 Feb 2020.