JIM
WDR
Jensen Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-30,540
| Closed | -$613K | – | 99 |
|
|
2017
Q3 | $613K | Hold |
30,540
| – | – | 0.01% | 64 |
|
|
2017
Q2 | $577K | Buy |
30,540
+5,950
| +24% | +$112K | 0.01% | 69 |
|
|
2017
Q1 | $418K | Buy |
24,590
+3,180
| +15% | +$54.1K | 0.01% | 89 |
|
|
2016
Q4 | $418K | Sell |
21,410
-3,010
| -12% | -$58.8K | 0.01% | 72 |
|
|
2016
Q3 | $443K | Buy |
24,420
+3,260
| +15% | +$59.1K | 0.01% | 88 |
|
|
2016
Q2 | $364K | Buy |
21,160
+4,370
| +26% | +$75.2K | 0.01% | 104 |
|
|
2016
Q1 | $395K | Buy |
16,790
+5,770
| +52% | +$136K | 0.01% | 92 |
|
|
2015
Q4 | $316K | Sell |
11,020
-460
| -4% | -$13.2K | 0.01% | 98 |
|
|
2015
Q3 | $399K | Buy |
11,480
+1,040
| +10% | +$36.1K | 0.01% | 85 |
|
|
2015
Q2 | $494K | Sell |
10,440
-440
| -4% | -$20.8K | 0.01% | 64 |
|
|
2015
Q1 | $539K | Buy |
10,880
+220
| +2% | +$10.9K | 0.01% | 68 |
|
|
2014
Q4 | $531K | Buy |
10,660
+1,360
| +15% | +$67.7K | 0.01% | 67 |
|
|
2014
Q3 | $481K | Buy |
9,300
+2,080
| +29% | +$108K | 0.01% | 68 |
|
|
2014
Q2 | $452K | Buy |
+7,220
| New | +$452K | 0.01% | 77 |
|
|
2013
Q4 | – | Sell |
-8,590
| Closed | -$442K | – | 88 |
|
|
2013
Q3 | $442K | Sell |
8,590
-3,985
| -32% | -$205K | 0.01% | 63 |
|
|
2013
Q2 | $547K | Buy |
+12,575
| New | +$547K | 0.01% | 48 |
|