Jupiter Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-90,382
| Closed | -$5.66M | – | 255 |
|
|
2014
Q2 | $5.66M | Sell |
90,382
-181,500
| -67% | -$11.4M | 0.18% | 151 |
|
|
2014
Q1 | $20M | Buy |
271,882
+178,929
| +192% | +$13.2M | 0.64% | 36 |
|
|
2013
Q4 | $6.05M | Buy |
92,953
+73,259
| +372% | +$4.77M | 0.24% | 119 |
|
|
2013
Q3 | $1.01M | Buy |
+19,694
| New | +$1.01M | 0.04% | 168 |
|