LJHT
WDR

Laurie J. Hall Trustee’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Laurie J. Hall Trustee’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
2017
Q2 		– Sell
-260
Closed -$4.33K – 307
2017
Q1 		$4.33K Hold
260
– – ﹤0.01% 280
2016
Q4 		$5K Buy
+260
New +$4.84K ﹤0.01% 276
2016
Q2 		$4K Buy
260
+140
+117% +$2.86K ﹤0.01% 281
2016
Q1 		$3K Buy
+120
New +$2.92K ﹤0.01% 268

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Laurie J. Hall Trustee's WDR Position: Q2 2017 in Review

Laurie J. Hall Trustee sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 260 shares — an estimated $4.33K sold.

Laurie J. Hall Trustee first reported a position in WDR in Q1 2016 and held it in 4 quarters. The position peaked at $5K in Q4 2016. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Laurie J. Hall Trustee reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 260 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $4.33K.
  • Laurie J. Hall Trustee first reported a position in Waddell & Reed Financial, Inc. in Q1 2016 and held it in 4 quarters.
  • Laurie J. Hall Trustee's Waddell & Reed Financial, Inc. position peaked at $5K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2017, filed 22 Aug 2017.