Managed Account Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $32.2M | Buy |
680,433
+49,271
| +8% | +$2.33M | 0.03% | 549 |
|
|
2015
Q1 | $31.3M | Buy |
631,162
+309,990
| +97% | +$15.4M | 0.03% | 543 |
|
|
2014
Q4 | $16M | Sell |
321,172
-85,599
| -21% | -$4.26M | 0.02% | 805 |
|
|
2014
Q3 | $21M | Sell |
406,771
-71,687
| -15% | -$3.71M | 0.02% | 662 |
|
|
2014
Q2 | $29.9M | Buy |
478,458
+9,308
| +2% | +$583K | 0.04% | 510 |
|
|
2014
Q1 | $34.5M | Sell |
469,150
-10,169
| -2% | -$749K | 0.05% | 440 |
|
|
2013
Q4 | $31.2M | Buy |
479,319
+520
| +0.1% | +$33.9K | 0.04% | 466 |
|
|
2013
Q3 | $24.6M | Buy |
478,799
+54,877
| +13% | +$2.83M | 0.04% | 523 |
|
|
2013
Q2 | $18.4M | Buy |
+423,922
| New | +$18.4M | 0.03% | 606 |
|