LWM
WDR

LBA Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

LBA Wealth Management’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
2015
Q1 		– Sell
-1,595
Closed -$79K – 319
2014
Q4 		$79K Hold
1,595
– – 0.05% 149
2014
Q3 		$82K Hold
1,595
– – 0.06% 149
2014
Q2 		$100K Buy
1,595
+150
+10% +$9.71K 0.08% 139
2014
Q1 		$106K Buy
+1,445
New +$99.3K 0.09% 125

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LBA Wealth Management's WDR Position: Q1 2015 in Review

LBA Wealth Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 1,595 shares — an estimated $79K sold.

LBA Wealth Management first reported a position in WDR in Q1 2014 and held it in 4 quarters. The position peaked at $106K in Q1 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • LBA Wealth Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • LBA Wealth Management sold 1,595 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $79K.
  • LBA Wealth Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2014 and held it in 4 quarters.
  • LBA Wealth Management's Waddell & Reed Financial, Inc. position peaked at $106K in Q1 2014.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on LBA Wealth Management's 13F filing for Q1 2015, filed 1 May 2015.