Fiera Capital (Canada)
WDR

Fiera Capital (Canada)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Fiera Capital (Canada)’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
Q1 		– Sell
-116,200
Closed -$2.27M – 800
2016
Q4 		$2.27M Buy
116,200
+9,500
+9% +$177K 0.01% 475
2016
Q3 		$1.94M Sell
106,700
-4,300
-4% -$78.3K 0.01% 476
2016
Q2 		$1.91M Buy
+111,000
New +$2.27M 0.01% 494

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiera Capital (Canada)'s WDR Position: Q1 2017 in Review

Fiera Capital (Canada) sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2017, closing a stake of 116,200 shares — an estimated $2.27M sold.

Fiera Capital (Canada) first reported a position in WDR in Q2 2016 and held it in 3 quarters. The position peaked at $2.27M in Q4 2016. 227 funds tracked by Wall St. Rank hold WDR as of Q1 2017.

  • Fiera Capital (Canada) reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • Fiera Capital (Canada) sold 116,200 Waddell & Reed Financial, Inc. shares in Q1 2017, an estimated $2.27M.
  • Fiera Capital (Canada) first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 3 quarters.
  • Fiera Capital (Canada)'s Waddell & Reed Financial, Inc. position peaked at $2.27M in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2017.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2017, filed 15 May 2017.