FMA
WDR

FNY Managed Accounts’s Waddell & Reed Financial, Inc. WDR Stock Holding History

FNY Managed Accounts’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
Q4 		– Sell
-380
Closed -$7K – 887
2017
Q3 		$7K Buy
+380
New +$7.3K 0.01% 470

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FNY Managed Accounts's WDR Position: Q4 2017 in Review

FNY Managed Accounts sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 380 shares — an estimated $7K sold.

FNY Managed Accounts first reported a position in WDR in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • FNY Managed Accounts reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • FNY Managed Accounts sold 380 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $7K.
  • FNY Managed Accounts first reported a position in Waddell & Reed Financial, Inc. in Q3 2017 and held it in 1 quarter.
  • FNY Managed Accounts's Waddell & Reed Financial, Inc. position peaked at $7K in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on FNY Managed Accounts's 13F filing for Q4 2017, filed 23 Jan 2018.