Hermes Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12.3M | Buy |
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|
2016
Q1 | $15.2M | Sell |
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|
2015
Q4 | $18.7M | Buy |
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|
2015
Q3 | $21.9M | Sell |
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|
2015
Q2 | $30M | Buy |
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|
2015
Q1 | $30.8M | Buy |
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|
2014
Q4 | $27.2M | Buy |
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|
2014
Q3 | $21.9M | Sell |
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|
2014
Q2 | $26.9M | Sell |
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|
2014
Q1 | $36.3M | Sell |
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|
2013
Q4 | $39.1M | Sell |
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|
2013
Q3 | $44M | Buy |
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|
2013
Q2 | $33.3M | Buy |
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