FGC
WDR

Financial Gravity Companies’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+27
New +$526 ﹤0.01% 1570
2018
Q1 		$0 Hold
26
– – ﹤0.01% 1724
2017
Q4 		$1K Buy
+26
New +$529 ﹤0.01% 1284

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Gravity Companies's WDR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q4 2018: 27 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WDR as recently as Q1 2018.

Financial Gravity Companies first reported a position in WDR in Q4 2017 and has held it in 3 quarters since. The position peaked at $1K in Q4 2017. 245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

  • Financial Gravity Companies held 27 shares of Waddell & Reed Financial, Inc. worth $0 as of Q4 2018.
  • Waddell & Reed Financial, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Waddell & Reed Financial, Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1570 holding.
  • Financial Gravity Companies first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Waddell & Reed Financial, Inc. position peaked at $1K in Q4 2017.
  • 245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.