ICM
WDR
IronBridge Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$4.04M | 0.88% | 33 |
|
|
2013
Q4 | $39.4M | Sell |
604,499
-49,757
| -8% | -$3.24M | 0.84% | 38 |
|
|
2013
Q3 | $33.7M | Sell |
654,256
-147,614
| -18% | -$7.6M | 0.71% | 44 |
|
|
2013
Q2 | $34.9M | Buy |
+801,870
| New | +$34.9M | 0.68% | 51 |
|