Epoch Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $28.2M | Buy |
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|
2015
Q4 | $33.3M | Buy |
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|
2015
Q3 | $15.7M | Sell |
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|
2015
Q2 | $21.5M | Sell |
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|
2015
Q1 | $23.4M | Buy |
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|
2014
Q4 | $22.8M | Buy |
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|
2014
Q3 | $10.4M | Sell |
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|
2014
Q2 | $12.7M | Sell |
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|
2014
Q1 | $15M | Sell |
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|
2013
Q4 | $27.1M | Buy |
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|
2013
Q3 | $21.4M | Buy |
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|
2013
Q2 | $17.6M | Buy |
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