JFA
WDR

JNBA Financial Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-317
Closed -$6K – 1507
2016
Q3 		$6K Buy
+317
New +$5.78K ﹤0.01% 1200

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JNBA Financial Advisors's WDR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2016, closing a stake of 317 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in WDR in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 248 funds tracked by Wall St. Rank hold WDR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 317 Waddell & Reed Financial, Inc. shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Waddell & Reed Financial, Inc. position peaked at $6K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.