M&R Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

M&R Capital Management’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 Q2	–	Sell	-4,664	Closed	-$53K	–	496
2020 Q1	$53K	Hold	4,664	–	–	0.02%	233
2019 Q4	$77K	Hold	4,664	–	–	0.02%	229
2019 Q3	$80K	Hold	4,664	–	–	0.02%	232
2019 Q2	$77K	Hold	4,664	–	–	0.02%	234
2019 Q1	$86K	Hold	4,664	–	–	0.02%	227
2018 Q4	$84K	Hold	4,664	–	–	0.02%	218
2018 Q3	$98K	Hold	4,664	–	–	0.02%	230
2018 Q2	$83K	Hold	4,664	–	–	0.02%	242
2018 Q1	$94K	Hold	4,664	–	–	0.02%	237
2017 Q4	$104K	Sell	4,664 -764	-14%	-$15.5K	0.02%	234
2017 Q3	$108K	Hold	5,428	–	–	0.03%	226
2017 Q2	$101K	Hold	5,428	–	–	0.03%	237
2017 Q1	$92K	Hold	5,428	–	–	0.02%	238
2016 Q4	$105K	Hold	5,428	–	–	0.03%	215
2016 Q3	$98K	Hold	5,428	–	–	0.03%	216
2016 Q2	$93K	Buy	+5,428	New	+$111K	0.03%	219
2015 Q3	–	Sell	-5,428	Closed	-$257K	–	203
2015 Q2	$257K	Hold	5,428	–	–	0.06%	180
2015 Q1	$269K	Hold	5,428	–	–	0.06%	181
2014 Q4	$270K	Hold	5,428	–	–	0.06%	180
2014 Q3	$281K	Hold	5,428	–	–	0.07%	176
2014 Q2	$340K	Hold	5,428	–	–	0.08%	153
2014 Q1	$400K	Hold	5,428	–	–	0.1%	135
2013 Q4	$353	Hold	5,428	–	–	0.09%	138
2013 Q3	$279K	Hold	5,428	–	–	0.08%	161
2013 Q2	$236K	Buy	+5,428	New	+$239K	0.07%	170

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

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

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

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

M&R Capital Management's WDR Position: Q2 2020 in Review

M&R Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2020, closing a stake of 4,664 shares — an estimated $53K sold.

M&R Capital Management first reported a position in WDR in Q2 2013 and held it in 25 quarters. The position peaked at $400K in Q1 2014. 219 funds tracked by Wall St. Rank hold WDR as of Q2 2020.

M&R Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2020 after selling out during the quarter.
M&R Capital Management sold 4,664 Waddell & Reed Financial, Inc. shares in Q2 2020, an estimated $53K.
M&R Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 25 quarters.
M&R Capital Management's Waddell & Reed Financial, Inc. position peaked at $400K in Q1 2014.
219 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2020.

Based on M&R Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.