IA
WDR

IFP Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

IFP Advisors’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
Q4 		– Sell
-607
Closed -$9.89K – 3230
2019
Q3 		$11K Buy
+607
New +$10.2K ﹤0.01% 2042
2019
Q1 		$10K Sell
607
-3,636
-86% -$64.1K ﹤0.01% 1630
2018
Q4 		$76K Buy
4,243
+3,846
+969% +$74.9K ﹤0.01% 1355
2018
Q3 		$8K Hold
397
– – ﹤0.01% 3019
2018
Q2 		$7K Sell
397
-2,478
-86% -$48.2K ﹤0.01% 3125
2018
Q1 		$64K Hold
2,875
– – ﹤0.01% 1670
2017
Q4 		$64K Sell
2,875
-479
-14% -$9.75K ﹤0.01% 1687
2017
Q3 		$67K Sell
3,354
-385
-10% -$7.4K ﹤0.01% 1818
2017
Q2 		$71K Sell
3,739
-332
-8% -$5.83K ﹤0.01% 1740
2017
Q1 		$69K Buy
4,071
+1,116
+38% +$20.4K ﹤0.01% 1734
2016
Q4 		$58K Buy
2,955
+1,684
+132% +$31.3K ﹤0.01% 1797
2016
Q3 		$23K Buy
1,271
+7
+0.6% +$128 ﹤0.01% 2327
2016
Q2 		$22K Buy
1,264
+657
+108% +$13.4K ﹤0.01% 2300
2016
Q1 		$10K Sell
607
-2,123
-78% -$51.6K ﹤0.01% 1627
2015
Q4 		$78K Buy
+2,730
New +$93.8K 0.01% 1322

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return