Kames Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $26M | Buy |
520,882
+161,221
| +45% | +$8.03M | 0.76% | 45 |
|
|
2014
Q3 | $18.6M | Buy |
359,661
+5,658
| +2% | +$292K | 0.58% | 53 |
|
|
2014
Q2 | $22.2M | Buy |
354,003
+329,250
| +1,330% | +$20.6M | 0.71% | 48 |
|
|
2014
Q1 | $1.82M | Hold |
24,753
| – | – | 0.06% | 111 |
|
|
2013
Q4 | $1.61M | Sell |
24,753
-11,132
| -31% | -$725K | 0.05% | 131 |
|
|
2013
Q3 | $1.85M | Hold |
35,885
| – | – | 0.06% | 111 |
|
|
2013
Q2 | $1.56M | Buy |
+35,885
| New | +$1.56M | 0.05% | 119 |
|