GI
WDR

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

Gradient Investments’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
2016
Q2 		– Sell
-10
Closed – – 811
2016
Q1 		$0 Hold
10
– – ﹤0.01% 801
2015
Q4 		$0 Hold
10
– – ﹤0.01% 760
2015
Q3 		$0 Hold
10
– – ﹤0.01% 706
2015
Q2 		$0 Sell
10
-71,644
-100% -$3.49M ﹤0.01% 733
2015
Q1 		$3.55M Buy
71,654
+30,605
+75% +$1.46M 0.53% 53
2014
Q4 		$2.04M Buy
+41,049
New +$1.96M 0.34% 85

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gradient Investments's WDR Position: Q2 2016 in Review

Gradient Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2016, closing a stake of 10 shares.

Gradient Investments first reported a position in WDR in Q4 2014 and held it in 6 quarters. The position peaked at $3.55M in Q1 2015. 245 funds tracked by Wall St. Rank hold WDR as of Q2 2016.

  • Gradient Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2016 after selling out during the quarter.
  • Gradient Investments sold 10 Waddell & Reed Financial, Inc. shares in Q2 2016.
  • Gradient Investments first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 6 quarters.
  • Gradient Investments's Waddell & Reed Financial, Inc. position peaked at $3.55M in Q1 2015.
  • 245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.