LP
WDR

LMR Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

LMR Partners’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
2016
Q3 		– Sell
-17,741
Closed -$305K – 531
2016
Q2 		$305K Buy
+17,741
New +$362K 0.05% 343

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LMR Partners's WDR Position: Q3 2016 in Review

LMR Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2016, closing a stake of 17,741 shares — an estimated $305K sold.

LMR Partners first reported a position in WDR in Q2 2016 and held it in 1 quarter. The position peaked at $305K in Q2 2016. 237 funds tracked by Wall St. Rank hold WDR as of Q3 2016.

  • LMR Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2016 after selling out during the quarter.
  • LMR Partners sold 17,741 Waddell & Reed Financial, Inc. shares in Q3 2016, an estimated $305K.
  • LMR Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and held it in 1 quarter.
  • LMR Partners's Waddell & Reed Financial, Inc. position peaked at $305K in Q2 2016.
  • 237 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2016.

Based on LMR Partners's 13F filing for Q3 2016, filed 1 Nov 2016.