GSA Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

GSA Capital Partners’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
2020 Q2	–	Sell	-14,763	Closed	-$168K	–	1308
2020 Q1	$168K	Buy	+14,763	New	+$220K	0.04%	807
2019 Q3	–	Sell	-31,700	Closed	-$528K	–	1846
2019 Q2	$528K	Buy	+31,700	New	+$553K	0.06%	639
2018 Q2	–	Sell	-15,842	Closed	-$320K	–	2037
2018 Q1	$320K	Buy	+15,842	New	+$335K	0.02%	1290
2017 Q4	–	Sell	-13,434	Closed	-$270K	–	1920
2017 Q3	$270K	Buy	+13,434	New	+$258K	0.02%	1308
2017 Q1	–	Sell	-24,900	Closed	-$486K	–	2097
2016 Q4	$486K	Buy	+24,900	New	+$463K	0.03%	1009
2016 Q1	–	Sell	-19,469	Closed	-$558K	–	2010
2015 Q4	$558K	Buy	+19,469	New	+$669K	0.03%	1096
2015 Q3	–	Sell	-15,774	Closed	-$746K	–	2121
2015 Q2	$746K	Buy	15,774 +8,294	+111%	+$404K	0.03%	1103
2015 Q1	$371K	Sell	7,480 -1,338	-15%	-$64K	0.01%	1587
2014 Q4	$439K	Buy	+8,818	New	+$421K	0.03%	1016
2014 Q3	–	Sell	-18,225	Closed	-$1.14M	–	1999
2014 Q2	$1.14M	Buy	18,225 +13,392	+277%	+$866K	0.05%	593
2014 Q1	$356K	Sell	4,833 -16,866	-78%	-$1.16M	0.03%	1001
2013 Q4	$1.41M	Buy	+21,699	New	+$1.33M	0.11%	193
2013 Q3	–	Sell	-4,787	Closed	-$208K	–	1705
2013 Q2	$208K	Buy	+4,787	New	+$211K	0.02%	1068

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GSA Capital Partners's WDR Position: Q2 2020 in Review

GSA Capital Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 14,763 shares — an estimated $168K sold.

GSA Capital Partners first reported a position in WDR in Q2 2013 and held it in 13 quarters. The position peaked at $1.41M in Q4 2013. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

GSA Capital Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
GSA Capital Partners sold 14,763 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $168K.
GSA Capital Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 13 quarters.
GSA Capital Partners's Waddell & Reed Financial, Inc. position peaked at $1.41M in Q4 2013.
219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on GSA Capital Partners's 13F filing for Q2 2020, filed 11 Aug 2020.