HFS
WDR

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

HL Financial 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
2017
Q1 		– Sell
-43,050
Closed -$840K – 707
2016
Q4 		$840K Buy
+43,050
New +$801K 0.02% 353
2014
Q4 		– Sell
-4,169
Closed -$215K – 711
2014
Q3 		$215K Sell
4,169
-323
-7% -$18K 0.01% 643
2014
Q2 		$281K Buy
4,492
+49
+1% +$3.17K 0.01% 570
2014
Q1 		$327K Buy
+4,443
New +$305K 0.01% 503

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HL Financial Services's WDR Position: Q1 2017 in Review

HL Financial Services sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2017, closing a stake of 43,050 shares — an estimated $840K sold.

HL Financial Services first reported a position in WDR in Q1 2014 and held it in 4 quarters. The position peaked at $840K in Q4 2016. 227 funds tracked by Wall St. Rank hold WDR as of Q1 2017.

  • HL Financial Services reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • HL Financial Services sold 43,050 Waddell & Reed Financial, Inc. shares in Q1 2017, an estimated $840K.
  • HL Financial Services first reported a position in Waddell & Reed Financial, Inc. in Q1 2014 and held it in 4 quarters.
  • HL Financial Services's Waddell & Reed Financial, Inc. position peaked at $840K in Q4 2016.
  • 227 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.