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