MSL
WDR

Mackay Shields LLC’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-20,500
Closed -$513K – 1499
2021
Q1 		$513K Sell
20,500
-13,400
-40% -$336K ﹤0.01% 1204
2020
Q4 		$864K Buy
33,900
+7,200
+27% +$139K 0.01% 1119
2020
Q3 		$397K Sell
26,700
-105,200
-80% -$1.6M ﹤0.01% 1221
2020
Q2 		$2.05M Buy
131,900
+101,700
+337% +$1.39M 0.02% 746
2020
Q1 		$343K Sell
30,200
-180,200
-86% -$2.69M ﹤0.01% 1202
2019
Q4 		$3.52M Sell
210,400
-9,400
-4% -$153K 0.02% 621
2019
Q3 		$3.78M Buy
+219,800
New +$3.68M 0.02% 624

Other funds holding WDR

LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Mackay Shields LLC's WDR Position: Q2 2021 in Review

Mackay Shields LLC sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 20,500 shares — an estimated $513K sold.

Mackay Shields LLC first reported a position in WDR in Q3 2019 and held it in 7 quarters. The position peaked at $3.78M in Q3 2019. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

  • Mackay Shields LLC reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 20,500 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $513K.
  • Mackay Shields LLC first reported a position in Waddell & Reed Financial, Inc. in Q3 2019 and held it in 7 quarters.
  • Mackay Shields LLC's Waddell & Reed Financial, Inc. position peaked at $3.78M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.