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 $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources's WDR Position: Q4 2017 in Review

Franklin Resources sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 12,607 shares — an estimated $253K sold.

Franklin Resources first reported a position in WDR in Q4 2013 and held it in 8 quarters. The position peaked at $359K in Q1 2016. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

Franklin Resources reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Franklin Resources sold 12,607 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $253K.
Franklin Resources first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 8 quarters.
Franklin Resources's Waddell & Reed Financial, Inc. position peaked at $359K in Q1 2016.
235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Franklin Resources's 13F filing for Q4 2017, filed 14 Feb 2018.