Herndon Capital 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 | $1K | Sell |
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|
2016
Q1 | $81.5M | Sell |
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|
2015
Q4 | $115M | Buy |
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|
2015
Q3 | $102M | Sell |
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|
2015
Q2 | $151M | Buy |
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|
2015
Q1 | $140M | Sell |
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|
2014
Q4 | $159M | Buy |
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|
2014
Q3 | $162M | Sell |
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|
2014
Q2 | $208M | Sell |
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|
2014
Q1 | $254M | Sell |
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|
2013
Q4 | $228M | Sell |
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|
2013
Q3 | $196M | Buy |
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|
2013
Q2 | $155M | Buy |
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