Janus Henderson Investors US’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Janus Henderson Investors US’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
2015 Q1	–	Sell	-21,600	Closed	-$1.08M	–	1136
2014 Q4	$1.08M	Sell	21,600 -101,500	-82%	-$4.84M	﹤0.01%	968
2014 Q3	$6.36M	Sell	123,100 -267,300	-68%	-$14.9M	0.01%	756
2014 Q2	$24.4M	Buy	390,400 +14,400	+4%	+$932K	0.02%	534
2014 Q1	$27.7M	Buy	376,000 +39,900	+12%	+$2.74M	0.03%	507
2013 Q4	$21.9M	Sell	336,100 -131,800	-28%	-$8.06M	0.02%	527
2013 Q3	$24.1M	Sell	467,900 -127,900	-21%	-$6.37M	0.02%	503
2013 Q2	$25.9M	Buy	+595,800	New	+$26.3M	0.03%	455

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Janus Henderson Investors US's WDR Position: Q1 2015 in Review

Janus Henderson Investors US sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 21,600 shares — an estimated $1.08M sold.

Janus Henderson Investors US first reported a position in WDR in Q2 2013 and held it in 7 quarters. The position peaked at $27.7M in Q1 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

Janus Henderson Investors US reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
Janus Henderson Investors US sold 21,600 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $1.08M.
Janus Henderson Investors US first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 7 quarters.
Janus Henderson Investors US's Waddell & Reed Financial, Inc. position peaked at $27.7M in Q1 2014.
296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Janus Henderson Investors US's 13F filing for Q1 2015, filed 15 May 2015.