First Citizens Bank & Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,332
| Closed | -$260K | – | 554 |
|
|
2016
Q4 | $260K | Sell |
13,332
-6,138
| -32% | -$120K | 0.03% | 383 |
|
|
2016
Q3 | $354K | Buy |
+19,470
| New | +$354K | 0.03% | 357 |
|
|
2013
Q4 | – | Sell |
-8,095
| Closed | -$417K | – | 869 |
|
|
2013
Q3 | $417K | Buy |
8,095
+131
| +2% | +$6.75K | 0.02% | 794 |
|
|
2013
Q2 | $346K | Buy |
+7,964
| New | +$346K | 0.01% | 832 |
|