JCM
WDR

Julex Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Julex Capital Management’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
2019
Q3 		$3K Buy
+162
New +$2.71K 0.01% 99
2019
Q2 		– Sell
-133
Closed -$2.3K – 227
2019
Q1 		$2.3K Buy
+133
New +$2.34K ﹤0.01% 93

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Julex Capital Management's WDR Position: Q3 2019 in Review

Julex Capital Management opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q3 2019: 162 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #99 among its holdings. This is a return to the name: Julex Capital Management previously reported a position in WDR as recently as Q1 2019.

Julex Capital Management first reported a position in WDR in Q1 2019 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • Julex Capital Management held 162 shares of Waddell & Reed Financial, Inc. worth $3K as of Q3 2019.
  • Waddell & Reed Financial, Inc. was a new Julex Capital Management position in Q3 2019.
  • Waddell & Reed Financial, Inc. made up 0.01% of Julex Capital Management's portfolio in Q3 2019, its #99 holding.
  • Julex Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.