FLPIM
WDR

F.L. Putnam Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

F.L. Putnam 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
-11,010
Closed -$569K – 195
2014
Q3 		$569K Sell
11,010
-100
-0.9% -$5.57K 0.07% 143
2014
Q2 		$695K Buy
+11,110
New +$719K 0.08% 145

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

F.L. Putnam Investment Management's WDR Position: Q4 2014 in Review

F.L. Putnam Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 11,010 shares — an estimated $569K sold.

F.L. Putnam Investment Management first reported a position in WDR in Q2 2014 and held it in 2 quarters. The position peaked at $695K in Q2 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • F.L. Putnam Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 11,010 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $569K.
  • F.L. Putnam Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 2 quarters.
  • F.L. Putnam Investment Management's Waddell & Reed Financial, Inc. position peaked at $695K in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2014, filed 30 Jan 2015.