IFG Advisory’s Waddell & Reed Financial, Inc. WDR Stock Holding History

IFG Advisory’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
2019 Q2	–	Sell	-11,336	Closed	-$195K	–	372
2019 Q1	$195K	Sell	11,336 -1,246	-10%	-$22K	0.04%	324
2018 Q4	$227K	Sell	12,582 -5,024	-29%	-$97.9K	0.05%	281
2018 Q3	$372K	Sell	17,606 -3,438	-16%	-$69.1K	0.07%	260
2018 Q2	$378K	Sell	21,044 -1,962	-9%	-$38.2K	0.08%	234
2018 Q1	$464K	Sell	23,006 -738	-3%	-$15.6K	0.1%	192
2017 Q4	$530K	Buy	+23,744	New	+$483K	0.12%	169

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

IFG Advisory's WDR Position: Q2 2019 in Review

IFG Advisory sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 11,336 shares — an estimated $195K sold.

IFG Advisory first reported a position in WDR in Q4 2017 and held it in 6 quarters. The position peaked at $530K in Q4 2017. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

IFG Advisory reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
IFG Advisory sold 11,336 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $195K.
IFG Advisory first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 6 quarters.
IFG Advisory's Waddell & Reed Financial, Inc. position peaked at $530K in Q4 2017.
231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on IFG Advisory's 13F filing for Q2 2019, filed 6 Aug 2019.