FM
WDR

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

Family 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
2013
Q3 		– Sell
-54,700
Closed -$2.38M – 81
2013
Q2 		$2.38M Buy
+54,700
New +$2.41M 1.45% 29

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Family Management's WDR Position: Q3 2013 in Review

Family Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2013, closing a stake of 54,700 shares — an estimated $2.38M sold.

Family Management first reported a position in WDR in Q2 2013 and held it in 1 quarter. The position peaked at $2.38M in Q2 2013. 297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

  • Family Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2013 after selling out during the quarter.
  • Family Management sold 54,700 Waddell & Reed Financial, Inc. shares in Q3 2013, an estimated $2.38M.
  • Family Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 1 quarter.
  • Family Management's Waddell & Reed Financial, Inc. position peaked at $2.38M in Q2 2013.
  • 297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on Family Management's 13F filing for Q3 2013, filed 15 Nov 2013.