FBNAT
WDR
FirstMerit Bank N.A. Trustee’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,352
| Closed | -$265K | – | 314 |
|
|
2015
Q1 | $265K | Sell |
5,352
-2,004
| -27% | -$99.2K | 0.02% | 273 |
|
|
2014
Q4 | $366K | Buy |
7,356
+112
| +2% | +$5.57K | 0.03% | 240 |
|
|
2014
Q3 | $374K | Sell |
7,244
-208
| -3% | -$10.7K | 0.03% | 238 |
|
|
2014
Q2 | $466K | Buy |
7,452
+1,205
| +19% | +$75.4K | 0.04% | 216 |
|
|
2014
Q1 | $460K | Buy |
6,247
+547
| +10% | +$40.3K | 0.04% | 210 |
|
|
2013
Q4 | $371K | Sell |
5,700
-1,627
| -22% | -$106K | 0.03% | 222 |
|
|
2013
Q3 | $377K | Sell |
7,327
-105
| -1% | -$5.4K | 0.03% | 214 |
|
|
2013
Q2 | $323K | Buy |
+7,432
| New | +$323K | 0.03% | 221 |
|