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

LS 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
2020 Q3	–	Sell	-2,091	Closed	-$32K	–	1601
2020 Q2	$32K	Hold	2,091	–	–	﹤0.01%	1279
2020 Q1	$24K	Hold	2,091	–	–	﹤0.01%	1314
2019 Q4	$35K	Sell	2,091 -227	-10%	-$3.7K	﹤0.01%	1418
2019 Q3	$40K	Hold	2,318	–	–	﹤0.01%	1359
2019 Q2	$39K	Hold	2,318	–	–	﹤0.01%	1377
2019 Q1	$40K	Hold	2,318	–	–	﹤0.01%	1357
2018 Q4	$42K	Sell	2,318 -106	-4%	-$2.06K	﹤0.01%	1319
2018 Q3	$51K	Hold	2,424	–	–	﹤0.01%	1319
2018 Q2	$44K	Hold	2,424	–	–	﹤0.01%	1360
2018 Q1	$49K	Hold	2,424	–	–	﹤0.01%	1302
2017 Q4	$54K	Sell	2,424 -98	-4%	-$1.99K	﹤0.01%	1290
2017 Q3	$51K	Sell	2,522 -488	-16%	-$9.38K	﹤0.01%	1344
2017 Q2	$57K	Sell	3,010 -2,530	-46%	-$44.4K	﹤0.01%	1312
2017 Q1	$94K	Hold	5,540	–	–	0.01%	1133
2016 Q4	$108K	Buy	5,540 +221	+4%	+$4.11K	0.01%	1021
2016 Q3	$97K	Buy	5,319 +429	+9%	+$7.82K	0.01%	1016
2016 Q2	$84K	Buy	4,890 +2,174	+80%	+$44.4K	0.01%	1045
2016 Q1	$64K	Hold	2,716	–	–	﹤0.01%	1061
2015 Q4	$78K	Hold	2,716	–	–	0.01%	961
2015 Q3	$94K	Hold	2,716	–	–	0.01%	871
2015 Q2	$128K	Buy	+2,716	New	+$132K	0.01%	789

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LS Investment Advisors's WDR Position: Q3 2020 in Review

LS Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 2,091 shares — an estimated $32K sold.

LS Investment Advisors first reported a position in WDR in Q2 2015 and held it in 21 quarters. The position peaked at $128K in Q2 2015. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.

LS Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 2,091 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $32K.
LS Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $128K in Q2 2015.
214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.