IronBridge Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

IronBridge Capital 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
2014 Q2	–	Sell	-549,596	Closed	-$40.5M	–	208
2014 Q1	$40.5M	Sell	549,596 -54,903	-9%	-$3.77M	0.88%	33
2013 Q4	$39.4M	Sell	604,499 -49,757	-8%	-$3.04M	0.84%	38
2013 Q3	$33.7M	Sell	654,256 -147,614	-18%	-$7.35M	0.71%	44
2013 Q2	$34.9M	Buy	+801,870	New	+$35.3M	0.68%	51

Other funds holding WDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

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

IronBridge Capital Management's WDR Position: Q2 2014 in Review

IronBridge Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2014, closing a stake of 549,596 shares — an estimated $40.5M sold.

IronBridge Capital Management first reported a position in WDR in Q2 2013 and held it in 4 quarters. The position peaked at $40.5M in Q1 2014. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

IronBridge Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2014 after selling out during the quarter.
IronBridge Capital Management sold 549,596 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $40.5M.
IronBridge Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 4 quarters.
IronBridge Capital Management's Waddell & Reed Financial, Inc. position peaked at $40.5M in Q1 2014.
334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on IronBridge Capital Management's 13F filing for Q2 2014, filed 11 Jul 2014.