EFSCE
WDR

Enterprise Financial Services Corp (EFSC)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020
Q1 		– Sell
-256
Closed -$4K – 1382
2019
Q4 		$4K Hold
256
– – ﹤0.01% 919
2019
Q3 		$4K Hold
256
– – ﹤0.01% 906
2019
Q2 		$4K Hold
256
– – ﹤0.01% 948
2019
Q1 		$4K Sell
256
-489
-66% -$8.62K ﹤0.01% 966
2018
Q4 		$13K Sell
745
-1,287
-63% -$25.1K 0.01% 467
2018
Q3 		$43K Sell
2,032
-34
-2% -$684 0.02% 306
2018
Q2 		$37K Sell
2,066
-679
-25% -$13.2K 0.02% 345
2018
Q1 		$55K Sell
2,745
-227
-8% -$4.8K 0.03% 273
2017
Q4 		$66K Sell
2,972
-59
-2% -$1.2K 0.03% 246
2017
Q3 		$61K Sell
3,031
-20
-0.7% -$384 0.03% 258
2017
Q2 		$58K Sell
3,051
-628
-17% -$11K 0.03% 265
2017
Q1 		$63K Sell
3,679
-401
-10% -$7.34K 0.03% 254
2016
Q4 		$80K Buy
4,080
+3,019
+285% +$56.2K 0.04% 216
2016
Q3 		$19K Buy
+1,061
New +$19.3K 0.01% 430
2016
Q2 		– Sell
-301
Closed -$7K – 1068
2016
Q1 		$7K Sell
301
-116
-28% -$2.82K ﹤0.01% 647
2015
Q4 		$12K Buy
+417
New +$14.3K 0.01% 529
2015
Q1 		– Sell
-18
Closed -$1K – 1332
2014
Q4 		$1K Sell
18
-17
-49% -$811 ﹤0.01% 1237
2014
Q3 		$2K Hold
35
– – ﹤0.01% 1059
2014
Q2 		$2K Hold
35
– – ﹤0.01% 1088
2014
Q1 		$2K Hold
35
– – ﹤0.01% 1107
2013
Q4 		$2K Hold
35
– – ﹤0.01% 1036
2013
Q3 		$2K Buy
35
+17
+94% +$846 ﹤0.01% 1039
2013
Q2 		$1K Buy
+18
New +$793 ﹤0.01% 1046

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WDR Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2020, closing a stake of 256 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WDR in Q2 2013 and held it in 23 quarters. The position peaked at $80K in Q4 2016. 213 funds tracked by Wall St. Rank hold WDR as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 256 Waddell & Reed Financial, Inc. shares in Q1 2020, an estimated $4K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 23 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Waddell & Reed Financial, Inc. position peaked at $80K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.