FA
WDR

FDx Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

FDx Advisors’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
2017
Q4 		– Sell
-40,701
Closed -$817K – 1320
2017
Q3 		$817K Sell
40,701
-960
-2% -$18.5K 0.02% 598
2017
Q2 		$787K Buy
41,661
+10,433
+33% +$183K 0.02% 597
2017
Q1 		$531K Buy
31,228
+1,836
+6% +$33.6K 0.02% 760
2016
Q4 		$573K Buy
+29,392
New +$547K 0.02% 723
2015
Q4 		– Sell
-15,547
Closed -$541K – 923
2015
Q3 		$541K Buy
15,547
+3,042
+24% +$126K 0.05% 420
2015
Q2 		$592K Sell
12,505
-3,595
-22% -$175K 0.03% 514
2015
Q1 		$800K Sell
16,100
-144
-0.9% -$6.89K 0.02% 695
2014
Q4 		$809K Sell
16,244
-11,149
-41% -$532K 0.05% 380
2014
Q3 		$1.42M Sell
27,393
-4,677
-15% -$260K 0.09% 228
2014
Q2 		$2.01M Buy
32,070
+20,235
+171% +$1.31M 0.13% 179
2014
Q1 		$871K Buy
11,835
+4,528
+62% +$311K 0.07% 278
2013
Q4 		$476K Sell
7,307
-4,728
-39% -$289K 0.05% 373
2013
Q3 		$620K Buy
12,035
+5,568
+86% +$277K 0.07% 248
2013
Q2 		$281K Buy
+6,467
New +$285K 0.04% 401

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FDx Advisors's WDR Position: Q4 2017 in Review

FDx Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 40,701 shares — an estimated $817K sold.

FDx Advisors first reported a position in WDR in Q2 2013 and held it in 14 quarters. The position peaked at $2.01M in Q2 2014. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • FDx Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 40,701 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $817K.
  • FDx Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 14 quarters.
  • FDx Advisors's Waddell & Reed Financial, Inc. position peaked at $2.01M in Q2 2014.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.