GXMC
WDR

Global X Management Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Global X Management Company’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
-501,623
Closed -$10.1M – 1095
2017
Q3 		$10.1M Buy
501,623
+25,467
+5% +$490K 0.27% 101
2017
Q2 		$8.99M Buy
476,156
+21,692
+5% +$381K 0.28% 111
2017
Q1 		$7.73M Buy
+454,464
New +$8.32M 0.27% 134

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
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

Global X Management Company's WDR Position: Q4 2017 in Review

Global X Management Company sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 501,623 shares — an estimated $10.1M sold.

Global X Management Company first reported a position in WDR in Q1 2017 and held it in 3 quarters. The position peaked at $10.1M in Q3 2017. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • Global X Management Company reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • Global X Management Company sold 501,623 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $10.1M.
  • Global X Management Company first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and held it in 3 quarters.
  • Global X Management Company's Waddell & Reed Financial, Inc. position peaked at $10.1M in Q3 2017.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Global X Management Company's 13F filing for Q4 2017, filed 8 Feb 2018.