I.G. Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

I.G. Investment Management’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 Q4	–	Sell	-208,300	Closed	-$7.24M	–	916
2015 Q3	$7.24M	Hold	208,300	–	–	0.03%	278
2015 Q2	$9.86M	Hold	208,300	–	–	0.04%	244
2015 Q1	$10.3M	Buy	208,300 +16,500	+9%	+$789K	0.04%	233
2014 Q4	$9.55M	Buy	+191,800	New	+$9.15M	0.03%	248
2014 Q3	–	Sell	-46,212	Closed	-$2.89M	–	930
2014 Q2	$2.89M	Buy	+46,212	New	+$2.99M	0.01%	419

Other funds holding WDR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

I.G. Investment Management's WDR Position: Q4 2015 in Review

I.G. Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2015, closing a stake of 208,300 shares — an estimated $7.24M sold.

I.G. Investment Management first reported a position in WDR in Q2 2014 and held it in 5 quarters. The position peaked at $10.3M in Q1 2015. 285 funds tracked by Wall St. Rank hold WDR as of Q4 2015.

I.G. Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2015 after selling out during the quarter.
I.G. Investment Management sold 208,300 Waddell & Reed Financial, Inc. shares in Q4 2015, an estimated $7.24M.
I.G. Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 5 quarters.
I.G. Investment Management's Waddell & Reed Financial, Inc. position peaked at $10.3M in Q1 2015.
285 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2015.

Based on I.G. Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.