LOAMS
WDR

Lombard Odier Asset Management (Switzerland)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q4 		– Sell
-39,112
Closed -$2.03M – 754
2014
Q3 		$2.03M Buy
+39,112
New +$2.18M 0.05% 359

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s WDR Position: Q4 2014 in Review

Lombard Odier Asset Management (Switzerland) sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 39,112 shares — an estimated $2.03M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in WDR in Q3 2014 and held it in 1 quarter. The position peaked at $2.03M in Q3 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 39,112 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $2.03M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and held it in 1 quarter.
  • Lombard Odier Asset Management (Switzerland)'s Waddell & Reed Financial, Inc. position peaked at $2.03M in Q3 2014.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2014, filed 17 Feb 2015.