LIA
WDR

LBMC Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

LBMC Investment Advisors’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
2014
Q1 		– Sell
-3,646
Closed -$237K – 50
2013
Q4 		$237K Buy
+3,646
New +$223K 0.06% 45

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LBMC Investment Advisors's WDR Position: Q1 2014 in Review

LBMC Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 3,646 shares — an estimated $237K sold.

LBMC Investment Advisors first reported a position in WDR in Q4 2013 and held it in 1 quarter. The position peaked at $237K in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • LBMC Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • LBMC Investment Advisors sold 3,646 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $237K.
  • LBMC Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 1 quarter.
  • LBMC Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $237K in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on LBMC Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.