JIP
WDR

Jaffetilchin Investment Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Jaffetilchin Investment Partners’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
Q3 		– Sell
-6,156
Closed -$385K – 245
2014
Q2 		$385K Sell
6,156
-20,585
-77% -$1.33M 0.14% 119
2014
Q1 		$1.97M Buy
26,741
+14,988
+128% +$1.03M 0.77% 24
2013
Q4 		$765K Buy
+11,753
New +$719K 0.38% 62
2013
Q3 		– Sell
-7,823
Closed -$340K – 209
2013
Q2 		$340K Buy
+7,823
New +$345K 0.24% 112

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jaffetilchin Investment Partners's WDR Position: Q3 2014 in Review

Jaffetilchin Investment Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2014, closing a stake of 6,156 shares — an estimated $385K sold.

Jaffetilchin Investment Partners first reported a position in WDR in Q2 2013 and held it in 4 quarters. The position peaked at $1.97M in Q1 2014. 307 funds tracked by Wall St. Rank hold WDR as of Q3 2014.

  • Jaffetilchin Investment Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,156 Waddell & Reed Financial, Inc. shares in Q3 2014, an estimated $385K.
  • Jaffetilchin Investment Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Waddell & Reed Financial, Inc. position peaked at $1.97M in Q1 2014.
  • 307 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2014, filed 7 Nov 2014.