HI
WDR

HBK Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

HBK Investments’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
2015
Q1 		– Sell
-6,647
Closed -$331K – 1213
2014
Q4 		$331K Sell
6,647
-86,813
-93% -$4.14M ﹤0.01% 824
2014
Q3 		$4.83M Buy
93,460
+64,860
+227% +$3.61M 0.07% 215
2014
Q2 		$1.79M Buy
+28,600
New +$1.85M 0.04% 376

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HBK Investments's WDR Position: Q1 2015 in Review

HBK Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 6,647 shares — an estimated $331K sold.

HBK Investments first reported a position in WDR in Q2 2014 and held it in 3 quarters. The position peaked at $4.83M in Q3 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • HBK Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • HBK Investments sold 6,647 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $331K.
  • HBK Investments first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 3 quarters.
  • HBK Investments's Waddell & Reed Financial, Inc. position peaked at $4.83M in Q3 2014.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on HBK Investments's 13F filing for Q1 2015, filed 15 May 2015.