KFC
WDR
Klingenstein Fields & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-28,349
| Closed | -$553K | – | 238 |
|
|
2016
Q4 | $553K | Hold |
28,349
| – | – | 0.02% | 150 |
|
|
2016
Q3 | $515K | Hold |
28,349
| – | – | 0.02% | 147 |
|
|
2016
Q2 | $488K | Hold |
28,349
| – | – | 0.02% | 143 |
|
|
2016
Q1 | $667K | Hold |
28,349
| – | – | 0.03% | 137 |
|
|
2015
Q4 | $812K | Hold |
28,349
| – | – | 0.04% | 125 |
|
|
2015
Q3 | $986K | Hold |
28,349
| – | – | 0.05% | 124 |
|
|
2015
Q2 | $1.34M | Hold |
28,349
| – | – | 0.06% | 115 |
|
|
2015
Q1 | $1.41M | Hold |
28,349
| – | – | 0.06% | 119 |
|
|
2014
Q4 | $1.41M | Hold |
28,349
| – | – | 0.06% | 112 |
|
|
2014
Q3 | $1.47M | Hold |
28,349
| – | – | 0.06% | 113 |
|
|
2014
Q2 | $1.78M | Hold |
28,349
| – | – | 0.08% | 113 |
|
|
2014
Q1 | $2.09M | Hold |
28,349
| – | – | 0.09% | 104 |
|
|
2013
Q4 | $1.85M | Hold |
28,349
| – | – | 0.07% | 138 |
|
|
2013
Q3 | $1.46M | Hold |
28,349
| – | – | 0.06% | 145 |
|
|
2013
Q2 | $1.23M | Buy |
+28,349
| New | +$1.23M | 0.04% | 154 |
|