GKIM
WDR

GW&K Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

GW&K Investment Management’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
Q2 		– Sell
-69,293
Closed -$5.1M – 229
2014
Q1 		$5.1M Buy
69,293
+5,974
+9% +$410K 0.14% 153
2013
Q4 		$4.12M Buy
63,319
+7,925
+14% +$485K 0.11% 150
2013
Q3 		$2.85M Buy
55,394
+1,808
+3% +$90K 0.09% 155
2013
Q2 		$2.33M Buy
+53,586
New +$2.36M 0.09% 156

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GW&K Investment Management's WDR Position: Q2 2014 in Review

GW&K Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2014, closing a stake of 69,293 shares — an estimated $5.1M sold.

GW&K Investment Management first reported a position in WDR in Q2 2013 and held it in 4 quarters. The position peaked at $5.1M in Q1 2014. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

  • GW&K Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2014 after selling out during the quarter.
  • GW&K Investment Management sold 69,293 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $5.1M.
  • GW&K Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 4 quarters.
  • GW&K Investment Management's Waddell & Reed Financial, Inc. position peaked at $5.1M in Q1 2014.
  • 334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on GW&K Investment Management's 13F filing for Q2 2014, filed 9 Jul 2014.