First Citizens Bank & Trust
WDR

First Citizens Bank & Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History

First Citizens Bank & Trust’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
-13,332
Closed -$260K – 554
2016
Q4 		$260K Sell
13,332
-6,138
-32% -$114K 0.03% 383
2016
Q3 		$354K Buy
+19,470
New +$355K 0.03% 357
2013
Q4 		– Sell
-8,095
Closed -$417K – 869
2013
Q3 		$417K Buy
8,095
+131
+2% +$6.52K 0.02% 794
2013
Q2 		$346K Buy
+7,964
New +$351K 0.01% 832

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

First Citizens Bank & Trust's WDR Position: Q1 2017 in Review

First Citizens Bank & Trust sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2017, closing a stake of 13,332 shares — an estimated $260K sold.

First Citizens Bank & Trust first reported a position in WDR in Q2 2013 and held it in 4 quarters. The position peaked at $417K in Q3 2013. 227 funds tracked by Wall St. Rank hold WDR as of Q1 2017.

  • First Citizens Bank & Trust reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • First Citizens Bank & Trust sold 13,332 Waddell & Reed Financial, Inc. shares in Q1 2017, an estimated $260K.
  • First Citizens Bank & Trust first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 4 quarters.
  • First Citizens Bank & Trust's Waddell & Reed Financial, Inc. position peaked at $417K in Q3 2013.
  • 227 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2017.

Based on First Citizens Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.