Loomis, Sayles & Company
WDR

Loomis, Sayles & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Loomis, Sayles & Company’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
2019
Q2 		– Sell
-1,449
Closed -$25K – 793
2019
Q1 		$25K Buy
1,449
+175
+14% +$3.08K ﹤0.01% 612
2018
Q4 		$23K Buy
1,274
+415
+48% +$8.08K ﹤0.01% 668
2018
Q3 		$18K Buy
+859
New +$17.3K ﹤0.01% 761
2018
Q1 		– Sell
-372
Closed -$8K – 947
2017
Q4 		$8K Hold
372
– – ﹤0.01% 808
2017
Q3 		$7K Sell
372
-1,615
-81% -$31K ﹤0.01% 828
2017
Q2 		$38K Buy
1,987
+1,615
+434% +$28.4K ﹤0.01% 637
2017
Q1 		$6K Buy
+372
New +$6.81K ﹤0.01% 865
2016
Q4 		– Sell
-337
Closed -$6K – 1133
2016
Q3 		$6K Buy
+337
New +$6.14K ﹤0.01% 862
2016
Q2 		– Sell
-268
Closed -$6K – 1153
2016
Q1 		$6K Sell
268
-455
-63% -$11.1K ﹤0.01% 932
2015
Q4 		$21K Hold
723
– – ﹤0.01% 792
2015
Q3 		$25K Sell
723
-185
-20% -$7.65K ﹤0.01% 834
2015
Q2 		$43K Buy
908
+536
+144% +$26.1K ﹤0.01% 703
2015
Q1 		$18K Hold
372
– – ﹤0.01% 720
2014
Q4 		$19K Buy
+372
New +$17.8K ﹤0.01% 712

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company's WDR Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 1,449 shares — an estimated $25K sold.

Loomis, Sayles & Company first reported a position in WDR in Q4 2014 and held it in 14 quarters. The position peaked at $43K in Q2 2015. 232 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Loomis, Sayles & Company reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,449 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $25K.
  • Loomis, Sayles & Company first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 14 quarters.
  • Loomis, Sayles & Company's Waddell & Reed Financial, Inc. position peaked at $43K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.