MPI
WDR

Mairs & Power Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Mairs & Power Inc’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
2015
Q3 		– Sell
-52,000
Closed -$2.46M – 184
2015
Q2 		$2.46M Buy
52,000
+13,200
+34% +$643K 0.03% 97
2015
Q1 		$1.92M Buy
38,800
+20,900
+117% +$1,000K 0.03% 101
2014
Q4 		$892K Sell
17,900
-46
-0.3% -$2.19K 0.01% 122
2014
Q3 		$928K Buy
17,946
+46
+0.3% +$2.56K 0.01% 121
2014
Q2 		$1.12M Hold
17,900
– – 0.02% 120
2014
Q1 		$1.32M Sell
17,900
-7,700
-30% -$529K 0.02% 112
2013
Q4 		$1.67M Buy
25,600
+1,700
+7% +$104K 0.03% 100
2013
Q3 		$1.23M Hold
23,900
– – 0.02% 109
2013
Q2 		$1.04M Buy
+23,900
New +$1.05M 0.02% 112

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return