Franklin Resources

Franklin Resources’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Franklin Resources’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	-12,607	Closed	-$253K	–	1538
2017 Q3	$253K	Hold	12,607	–	–	﹤0.01%	1429
2017 Q2	$238K	Buy	12,607 +477	+4%	+$8.38K	﹤0.01%	1451
2017 Q1	$206K	Buy	+12,130	New	+$222K	﹤0.01%	1461
2016 Q3	–	Sell	-11,000	Closed	-$189K	–	1535
2016 Q2	$189K	Sell	11,000 -4,255	-28%	-$86.8K	﹤0.01%	1475
2016 Q1	$359K	Buy	+15,255	New	+$371K	﹤0.01%	1437
2014 Q3	–	Sell	-3,670	Closed	-$230K	–	1603
2014 Q2	$230K	Hold	3,670	–	–	﹤0.01%	1528
2014 Q1	$270K	Hold	3,670	–	–	﹤0.01%	1479
2013 Q4	$239K	Buy	+3,670	New	+$225K	﹤0.01%	1465

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB)

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return