KAM
WDR
Keeley 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 |
-249,330
| Closed | -$15.6M | – | 412 |
|
|
2014
Q2 | $15.6M | Sell |
249,330
-17,620
| -7% | -$1.1M | 0.28% | 112 |
|
|
2014
Q1 | $19.7M | Sell |
266,950
-621
| -0.2% | -$45.7K | 0.34% | 106 |
|
|
2013
Q4 | $17.4M | Buy |
267,571
+4,335
| +2% | +$282K | 0.3% | 112 |
|
|
2013
Q3 | $13.6M | Buy |
263,236
+9,595
| +4% | +$494K | 0.25% | 120 |
|
|
2013
Q2 | $11M | Buy |
+253,641
| New | +$11M | 0.22% | 129 |
|