EWM
WDR

Elite Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Elite Wealth 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
Q1 		– Sell
-51
Closed -$3K – 705
2013
Q4 		$3K Buy
+51
New +$3.12K ﹤0.01% 600

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Elite Wealth Management's WDR Position: Q1 2014 in Review

Elite Wealth Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 51 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in WDR in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • Elite Wealth Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 51 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Waddell & Reed Financial, Inc. position peaked at $3K in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.