HCM
WDR
Hahn Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-172,530
| Closed | -$6M | – | 36 |
|
|
2015
Q3 | $6M | Buy |
172,530
+4,535
| +3% | +$158K | 0.59% | 33 |
|
|
2015
Q2 | $7.95M | Sell |
167,995
-207,366
| -55% | -$9.81M | 0.77% | 32 |
|
|
2015
Q1 | $18.6M | Sell |
375,361
-59,764
| -14% | -$2.96M | 1.62% | 30 |
|
|
2014
Q4 | $21.7M | Buy |
435,125
+38,611
| +10% | +$1.92M | 2.47% | 25 |
|
|
2014
Q3 | $20.5M | Buy |
396,514
+27,691
| +8% | +$1.43M | 2.58% | 24 |
|
|
2014
Q2 | $23.1M | Buy |
368,823
+66,985
| +22% | +$4.19M | 3.05% | 18 |
|
|
2014
Q1 | $22.2M | Buy |
301,838
+2,691
| +0.9% | +$198K | 3.04% | 19 |
|
|
2013
Q4 | $19.5M | Sell |
299,147
-142,217
| -32% | -$9.26M | 2.7% | 24 |
|
|
2013
Q3 | $22.7M | Buy |
441,364
+109,821
| +33% | +$5.65M | 3.06% | 16 |
|
|
2013
Q2 | $14.4M | Buy |
+331,543
| New | +$14.4M | 2.84% | 20 |
|