IPC
WDR

Independent Portfolio Consultants’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Independent Portfolio Consultants’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
2014
Q2 		– Sell
-6,055
Closed -$445K – 845
2014
Q1 		$445K Sell
6,055
-1,830
-23% -$126K 0.14% 266
2013
Q4 		$513K Sell
7,885
-515
-6% -$31.5K 0.18% 221
2013
Q3 		$432K Buy
+8,400
New +$418K 0.17% 258

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Independent Portfolio Consultants's WDR Position: Q2 2014 in Review

Independent Portfolio Consultants sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2014, closing a stake of 6,055 shares — an estimated $445K sold.

Independent Portfolio Consultants first reported a position in WDR in Q3 2013 and held it in 3 quarters. The position peaked at $513K in Q4 2013. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

  • Independent Portfolio Consultants reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6,055 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $445K.
  • Independent Portfolio Consultants first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's Waddell & Reed Financial, Inc. position peaked at $513K in Q4 2013.
  • 334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.