Hanseatic Management Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Hanseatic Management Services’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 Q4	–	Sell	-5,717	Closed	-$85K	–	227
2020 Q3	$85K	Buy	+5,717	New	+$87.2K	0.19%	92
2014 Q2	–	Sell	-1,528	Closed	-$20.8K	–	293
2014 Q1	$20.8K	Sell	1,528 -18,506	-92%	-$1.27M	0.63%	54
2013 Q4	$1.3M	Buy	+20,034	New	+$1.23M	0.83%	66

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

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Hanseatic Management Services's WDR Position: Q4 2020 in Review

Hanseatic Management Services sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2020, closing a stake of 5,717 shares — an estimated $85K sold.

Hanseatic Management Services first reported a position in WDR in Q4 2013 and held it in 3 quarters. The position peaked at $1.3M in Q4 2013. 222 funds tracked by Wall St. Rank hold WDR as of Q4 2020.

Hanseatic Management Services reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2020 after selling out during the quarter.
Hanseatic Management Services sold 5,717 Waddell & Reed Financial, Inc. shares in Q4 2020, an estimated $85K.
Hanseatic Management Services first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 3 quarters.
Hanseatic Management Services's Waddell & Reed Financial, Inc. position peaked at $1.3M in Q4 2013.
222 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2020.

Based on Hanseatic Management Services's 13F filing for Q4 2020, filed 29 Jan 2021.