GC
WDR

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

Grimes & Company’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
2016
Q1 		– Sell
2015
Q4 		$1.23M Sell
2015
Q3 		$2.22M Buy
2015
Q2 		$3.01M Buy
2015
Q1 		$2.93M Buy
2014
Q4 		$1.11M Sell
2014
Q3 		$2.29M Buy
2014
Q2 		$2.73M Buy