M&T Bank
WDR

M&T Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History

M&T Bank’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
-1,000
Closed -$1K – 2284
2014
Q3 		$1K Buy
+1,000
New +$55.7K ﹤0.01% 2274

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M&T Bank's WDR Position: Q1 2016 in Review

M&T Bank sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2016, closing a stake of 23,458 shares — an estimated $671K sold.

M&T Bank first reported a position in WDR in Q1 2014 and held it in 7 quarters. The position peaked at $1.26M in Q1 2015. 254 funds tracked by Wall St. Rank hold WDR as of Q1 2016.

  • M&T Bank reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2016 after selling out during the quarter.
  • M&T Bank sold 23,458 Waddell & Reed Financial, Inc. shares in Q1 2016, an estimated $671K.
  • M&T Bank first reported a position in Waddell & Reed Financial, Inc. in Q1 2014 and held it in 7 quarters.
  • M&T Bank's Waddell & Reed Financial, Inc. position peaked at $1.26M in Q1 2015.
  • 254 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2016.

Based on M&T Bank's 13F filing for Q1 2016, filed 11 May 2016.