KI
WDR

Koch Industries’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-21,593
Closed -$436K – 766
2018
Q1 		$436K Sell
21,593
-1,412
-6% -$29.8K 0.04% 466
2017
Q4 		$514K Buy
+23,005
New +$468K 0.08% 225

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Koch Industries's WDR Position: Q2 2018 in Review

Koch Industries sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 21,593 shares — an estimated $436K sold.

Koch Industries first reported a position in WDR in Q4 2017 and held it in 2 quarters. The position peaked at $514K in Q4 2017. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

  • Koch Industries reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 21,593 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $436K.
  • Koch Industries first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 2 quarters.
  • Koch Industries's Waddell & Reed Financial, Inc. position peaked at $514K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.