I.G. Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$817K | 0.04% | 233 |
|
|
2014
Q4 | $9.56M | Buy |
+191,800
| New | +$9.56M | 0.03% | 248 |
|
|
2014
Q3 | – | Sell |
-46,212
| Closed | -$2.89M | – | 930 |
|
|
2014
Q2 | $2.89M | Buy |
+46,212
| New | +$2.89M | 0.01% | 419 |
|