EIM
WDR

Essex Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Essex Investment 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
Q4 		– Sell
-5,105
Closed -$264K – 368
2014
Q3 		$264K Sell
5,105
-36
-0.7% -$2K 0.04% 304
2014
Q2 		$322K Buy
5,141
+27
+0.5% +$1.75K 0.05% 291
2014
Q1 		$376K Sell
5,114
-1,418
-22% -$97.4K 0.05% 273
2013
Q4 		$425K Sell
6,532
-44
-0.7% -$2.69K 0.06% 285
2013
Q3 		$339K Buy
6,576
+726
+12% +$36.1K 0.05% 291
2013
Q2 		$254K Buy
+5,850
New +$258K 0.04% 292

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Essex Investment Management's WDR Position: Q4 2014 in Review

Essex Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 5,105 shares — an estimated $264K sold.

Essex Investment Management first reported a position in WDR in Q2 2013 and held it in 6 quarters. The position peaked at $425K in Q4 2013. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • Essex Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • Essex Investment Management sold 5,105 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $264K.
  • Essex Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 6 quarters.
  • Essex Investment Management's Waddell & Reed Financial, Inc. position peaked at $425K in Q4 2013.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Essex Investment Management's 13F filing for Q4 2014, filed 27 Jan 2015.