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WDR

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

GlobalBridge’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
2014
Q1 		$1.15M Buy
15,662
+1,316
+9% +$90.4K 0.54% 44
2013
Q4 		$934K Sell
14,346
-3,658
-20% -$224K 0.46% 67
2013
Q3 		$927K Sell
18,004
-188
-1% -$9.36K 0.5% 57
2013
Q2 		$791K Buy
+18,192
New +$802K 0.43% 76

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GlobalBridge's WDR Position: Q1 2014 in Review

GlobalBridge increased its Waddell & Reed Financial, Inc. (WDR) stake by 9.2% in Q1 2014, buying an estimated $90.4K and bringing the position to 15,662 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #44.

GlobalBridge first reported a position in WDR in Q2 2013 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • GlobalBridge held 15,662 shares of Waddell & Reed Financial, Inc. worth $1.15M as of Q1 2014.
  • GlobalBridge bought 1,316 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $90.4K.
  • Waddell & Reed Financial, Inc. made up 0.54% of GlobalBridge's portfolio in Q1 2014, its #44 holding.
  • GlobalBridge first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.