GAMA
WDR

Graticule Asia Macro Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Graticule Asia Macro Advisors’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
Q1 		– Sell
-55,732
Closed -$1.6M – 190
2015
Q4 		$1.6M Buy
+55,732
New +$1.91M 0.26% 137

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 $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Graticule Asia Macro Advisors's WDR Position: Q1 2016 in Review

Graticule Asia Macro Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2016, closing a stake of 55,732 shares — an estimated $1.6M sold.

Graticule Asia Macro Advisors first reported a position in WDR in Q4 2015 and held it in 1 quarter. The position peaked at $1.6M in Q4 2015. 254 funds tracked by Wall St. Rank hold WDR as of Q1 2016.

  • Graticule Asia Macro Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2016 after selling out during the quarter.
  • Graticule Asia Macro Advisors sold 55,732 Waddell & Reed Financial, Inc. shares in Q1 2016, an estimated $1.6M.
  • Graticule Asia Macro Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2015 and held it in 1 quarter.
  • Graticule Asia Macro Advisors's Waddell & Reed Financial, Inc. position peaked at $1.6M in Q4 2015.
  • 254 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2016.

Based on Graticule Asia Macro Advisors's 13F filing for Q1 2016, filed 13 May 2016.