FAAS
WDR
First Allied Advisory Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-144,231
| Closed | -$5.06M | – | 1167 |
|
|
2015
Q3 | $5.06M | Sell |
144,231
-25,817
| -15% | -$906K | 0.28% | 95 |
|
|
2015
Q2 | $8.12M | Buy |
+170,048
| New | +$8.12M | 0.36% | 69 |
|
|
2015
Q1 | – | Sell |
-5,627
| Closed | -$287K | – | 1144 |
|
|
2014
Q4 | $287K | Buy |
+5,627
| New | +$287K | 0.02% | 778 |
|
|
2014
Q3 | – | Sell |
-7,820
| Closed | -$489K | – | 1124 |
|
|
2014
Q2 | $489K | Buy |
+7,820
| New | +$489K | 0.04% | 528 |
|
|
2013
Q3 | – | Sell |
-71,068
| Closed | -$3.12M | – | 1064 |
|
|
2013
Q2 | $3.12M | Buy |
+71,068
| New | +$3.12M | 0.25% | 121 |
|