MPWT
WDR

MassMutual Private Wealth & Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-54
Closed -$3.52K – 637
2013
Q4 		$3.52K Buy
+54
New +$3.3K ﹤0.01% 383

Other funds holding WDR

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's WDR Position: Q1 2014 in Review

MassMutual Private Wealth & Trust sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 54 shares — an estimated $3.52K sold.

MassMutual Private Wealth & Trust first reported a position in WDR in Q4 2013 and held it in 1 quarter. The position peaked at $3.52K in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • MassMutual Private Wealth & Trust reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 54 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $3.52K.
  • MassMutual Private Wealth & Trust first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Waddell & Reed Financial, Inc. position peaked at $3.52K in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2014, filed 15 May 2014.