Hutchin Hill Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Hutchin Hill Capital’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 Q3	–	Sell	-217,400	Closed	-$4.11M	–	1047
2017 Q2	$4.11M	Sell	217,400 -6,046	-3%	-$106K	0.14%	171
2017 Q1	$3.8M	Buy	+223,446	New	+$4.09M	0.1%	214
2016 Q4	–	Sell	-68,500	Closed	-$1.24M	–	883
2016 Q3	$1.24M	Buy	+68,500	New	+$1.25M	0.03%	342
2014 Q3	–	Sell	-6,000	Closed	-$376K	–	769
2014 Q2	$376K	Buy	+6,000	New	+$388K	0.02%	506
2014 Q1	–	Sell	-8,800	Closed	-$573K	–	762
2013 Q4	$573K	Buy	+8,800	New	+$538K	0.04%	357

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hutchin Hill Capital's WDR Position: Q3 2017 in Review

Hutchin Hill Capital sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 217,400 shares — an estimated $4.11M sold.

Hutchin Hill Capital first reported a position in WDR in Q4 2013 and held it in 5 quarters. The position peaked at $4.11M in Q2 2017. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

Hutchin Hill Capital reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
Hutchin Hill Capital sold 217,400 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $4.11M.
Hutchin Hill Capital first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 5 quarters.
Hutchin Hill Capital's Waddell & Reed Financial, Inc. position peaked at $4.11M in Q2 2017.
217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on Hutchin Hill Capital's 13F filing for Q3 2017, filed 14 Nov 2017.