Jefferies Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,400
| Closed | -$208K | – | 2231 |
|
|
2015
Q2 | $208K | Buy |
+4,400
| New | +$208K | ﹤0.01% | 1124 |
|
|
2014
Q4 | – | Sell |
-98,307
| Closed | -$5.08M | – | 1616 |
|
|
2014
Q3 | $5.08M | Buy |
98,307
+86,839
| +757% | +$4.49M | 0.03% | 127 |
|
|
2014
Q2 | $717K | Buy |
11,468
+4,886
| +74% | +$305K | 0.01% | 561 |
|
|
2014
Q1 | $485K | Buy |
6,582
+2,863
| +77% | +$211K | ﹤0.01% | 694 |
|
|
2013
Q4 | $242K | Sell |
3,719
-1,687
| -31% | -$110K | ﹤0.01% | 901 |
|
|
2013
Q3 | $278K | Sell |
5,406
-4,110
| -43% | -$211K | ﹤0.01% | 844 |
|
|
2013
Q2 | $414K | Buy |
+9,516
| New | +$414K | ﹤0.01% | 609 |
|