FIM
WDR

Foresters Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Foresters Investment Management’s Portfolio WDR Stock Details WDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$10.3M Buy
598,000
+27,800
+5% +$478K 0.2% 170
2019
Q2 		$9.51M Sell
570,200
-29,600
-5% -$493K 0.17% 199
2019
Q1 		$10.4M Sell
599,800
-274,900
-31% -$4.75M 0.18% 179
2018
Q4 		$15.8M Sell
874,700
-99,600
-10% -$1.8M 0.3% 117
2018
Q3 		$20.6M Sell
974,300
-34,900
-3% -$739K 0.33% 106
2018
Q2 		$18.1M Buy
1,009,200
+154,400
+18% +$2.77M 0.31% 117
2018
Q1 		$17.3M Buy
854,800
+11,200
+1% +$226K 0.29% 130
2017
Q4 		$18.8M Buy
843,600
+414,800
+97% +$9.27M 0.29% 123
2017
Q3 		$8.61M Buy
428,800
+300
+0.1% +$6.02K 0.14% 188
2017
Q2 		$8.09M Buy
428,500
+3,650
+0.9% +$68.9K 0.14% 197
2017
Q1 		$7.22M Buy
424,850
+60,500
+17% +$1.03M 0.13% 200
2016
Q4 		$7.19M Buy
364,350
+2,100
+0.6% +$41.4K 0.13% 198
2016
Q3 		$6.58M Buy
362,250
+106,100
+41% +$1.93M 0.12% 195
2016
Q2 		$4.41M Buy
256,150
+26,850
+12% +$462K 0.09% 234
2016
Q1 		$5.4M Buy
229,300
+95,300
+71% +$2.24M 0.11% 199
2015
Q4 		$3.84M Sell
134,000
-125,500
-48% -$3.6M 0.08% 225
2015
Q3 		$9.02M Buy
259,500
+2,600
+1% +$90.4K 0.19% 150
2015
Q2 		$12.2M Buy
256,900
+500
+0.2% +$23.7K 0.23% 141
2015
Q1 		$12.7M Buy
256,400
+350
+0.1% +$17.3K 0.25% 139
2014
Q4 		$12.8M Buy
256,050
+500
+0.2% +$24.9K 0.25% 133
2014
Q3 		$13.2M Hold
255,550
– – 0.28% 128
2014
Q2 		$16M Buy
255,550
+400
+0.2% +$25K 0.33% 115
2014
Q1 		$18.8M Sell
255,150
-150
-0.1% -$11K 0.41% 104
2013
Q4 		$16.6M Buy
255,300
+800
+0.3% +$52.1K 0.36% 111
2013
Q3 		$13.1M Buy
254,500
+79,500
+45% +$4.09M 0.32% 114
2013
Q2 		$7.61M Buy
+175,000
New +$7.61M 0.23% 121