Ground Swell Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Ground Swell Capital’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
2014 Q3	$3K	Buy	+60	New	+$3.34K	0.01%	1796

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ground Swell Capital's WDR Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q3 2014: 60 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1796 among its holdings.

307 funds tracked by Wall St. Rank hold WDR as of Q3 2014.

Ground Swell Capital held 60 shares of Waddell & Reed Financial, Inc. worth $3K as of Q3 2014.
Waddell & Reed Financial, Inc. was a new Ground Swell Capital position in Q3 2014.
Waddell & Reed Financial, Inc. made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1796 holding.
307 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.