FCH
WDR

Freestone Capital Holdings’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Freestone Capital Holdings’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,369
Closed -$675K – 300
2013
Q4 		$675K Sell
10,369
-1,963
-16% -$128K 0.12% 144
2013
Q3 		$635K Sell
12,332
-30
-0.2% -$1.55K 0.11% 179
2013
Q2 		$538K Buy
+12,362
New +$538K 0.11% 177