Lord, Abbett & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-529,921
| Closed | -$33.2M | – | 1059 |
|
|
2014
Q2 | $33.2M | Sell |
529,921
-14,919
| -3% | -$934K | 0.08% | 387 |
|
|
2014
Q1 | $40.1M | Sell |
544,840
-463,462
| -46% | -$34.1M | 0.09% | 340 |
|
|
2013
Q4 | $65.7M | Sell |
1,008,302
-35,121
| -3% | -$2.29M | 0.15% | 193 |
|
|
2013
Q3 | $53.7M | Buy |
1,043,423
+128,337
| +14% | +$6.61M | 0.12% | 236 |
|
|
2013
Q2 | $39.8M | Buy |
+915,086
| New | +$39.8M | 0.09% | 325 |
|