ESCM
WDR

Echo Street Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Echo Street Capital 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
2015
Q1 		– Sell
-103,476
Closed -$5.16M – 158
2014
Q4 		$5.16M Sell
103,476
-207,445
-67% -$9.9M 0.32% 99
2014
Q3 		$16.1M Buy
+310,921
New +$17.3M 0.93% 43

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Echo Street Capital Management's WDR Position: Q1 2015 in Review

Echo Street Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 103,476 shares — an estimated $5.16M sold.

Echo Street Capital Management first reported a position in WDR in Q3 2014 and held it in 2 quarters. The position peaked at $16.1M in Q3 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • Echo Street Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • Echo Street Capital Management sold 103,476 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $5.16M.
  • Echo Street Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and held it in 2 quarters.
  • Echo Street Capital Management's Waddell & Reed Financial, Inc. position peaked at $16.1M in Q3 2014.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Echo Street Capital Management's 13F filing for Q1 2015, filed 15 May 2015.