Farmers & Merchants Investments Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Farmers & Merchants Investments Inc’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
2015 Q4	–	Sell	-84	Closed	-$3K	–	763
2015 Q3	$3K	Hold	84	–	–	﹤0.01%	654
2015 Q2	$4K	Sell	84 -91	-52%	-$4.44K	﹤0.01%	652
2015 Q1	$9K	Sell	175 -80	-31%	-$3.83K	﹤0.01%	536
2014 Q4	$13K	Sell	255 -19	-7%	-$907	﹤0.01%	457
2014 Q3	$14K	Sell	274 -34	-11%	-$1.89K	﹤0.01%	446
2014 Q2	$19K	Buy	308 +52	+20%	+$3.36K	﹤0.01%	404
2014 Q1	$19K	Sell	256 -26	-9%	-$1.79K	﹤0.01%	407
2013 Q4	$18K	Sell	282 -102	-27%	-$6.24K	﹤0.01%	416
2013 Q3	$20K	Sell	384 -18	-4%	-$896	﹤0.01%	385
2013 Q2	$17K	Buy	+402	New	+$17.7K	﹤0.01%	410

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Farmers & Merchants Investments Inc's WDR Position: Q4 2015 in Review

Farmers & Merchants Investments Inc sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2015, closing a stake of 84 shares — an estimated $3K sold.

Farmers & Merchants Investments Inc first reported a position in WDR in Q2 2013 and held it in 10 quarters. The position peaked at $20K in Q3 2013. 285 funds tracked by Wall St. Rank hold WDR as of Q4 2015.

Farmers & Merchants Investments Inc reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2015 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 84 Waddell & Reed Financial, Inc. shares in Q4 2015, an estimated $3K.
Farmers & Merchants Investments Inc first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 10 quarters.
Farmers & Merchants Investments Inc's Waddell & Reed Financial, Inc. position peaked at $20K in Q3 2013.
285 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2015, filed 2 Feb 2016.