FTIOP
WDR

Fiduciary Trust International of Pennsylvania’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q3 		– Sell
-4,200
Closed -$263K – 369
2014
Q2 		$263K Buy
+4,200
New +$272K 0.02% 299

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's WDR Position: Q3 2014 in Review

Fiduciary Trust International of Pennsylvania sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2014, closing a stake of 4,200 shares — an estimated $263K sold.

Fiduciary Trust International of Pennsylvania first reported a position in WDR in Q2 2014 and held it in 1 quarter. The position peaked at $263K in Q2 2014. 307 funds tracked by Wall St. Rank hold WDR as of Q3 2014.

  • Fiduciary Trust International of Pennsylvania reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2014 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 4,200 Waddell & Reed Financial, Inc. shares in Q3 2014, an estimated $263K.
  • Fiduciary Trust International of Pennsylvania first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 1 quarter.
  • Fiduciary Trust International of Pennsylvania's Waddell & Reed Financial, Inc. position peaked at $263K in Q2 2014.
  • 307 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2014.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q3 2014, filed 14 Oct 2014.