GIM
WDR

Goelzer Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Goelzer Investment Management’s Portfolio WDR Stock Details WDR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
2014
Q2 		$3.6M Buy
2014
Q1 		$4.11M Sell
2013
Q4 		$3.67M Sell
2013
Q3 		$3.55M Sell
2013
Q2 		$5.95M Buy