GIM
WDR
Goelzer Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-57,437
| Closed | -$3.6M | – | 203 |
|
|
2014
Q2 | $3.6M | Buy |
57,437
+1,679
| +3% | +$105K | 0.6% | 79 |
|
|
2014
Q1 | $4.11M | Sell |
55,758
-654
| -1% | -$48.1K | 0.73% | 52 |
|
|
2013
Q4 | $3.67M | Sell |
56,412
-12,515
| -18% | -$815K | 0.67% | 64 |
|
|
2013
Q3 | $3.55M | Sell |
68,927
-67,809
| -50% | -$3.49M | 0.72% | 58 |
|
|
2013
Q2 | $5.95M | Buy |
+136,736
| New | +$5.95M | 0.63% | 74 |
|