Meadow Creek Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Meadow Creek Investment Management’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
2019 Q3	$173K	Hold	10,048	–	–	﹤0.01%	1071
2019 Q2	$168K	Hold	10,048	–	–	﹤0.01%	1085
2019 Q1	$174K	Hold	10,048	–	–	﹤0.01%	1064
2018 Q4	$182K	Hold	10,048	–	–	﹤0.01%	994
2018 Q3	$213K	Buy	10,048 +2,016	+25%	+$40.5K	﹤0.01%	1055
2018 Q2	$144K	Buy	8,032 +2,048	+34%	+$39.8K	﹤0.01%	1094
2018 Q1	$121K	Hold	5,984	–	–	﹤0.01%	1158
2017 Q4	$134K	Buy	5,984 +992	+20%	+$20.2K	﹤0.01%	1134
2017 Q3	$100K	Buy	4,992 +752	+18%	+$14.5K	﹤0.01%	1152
2017 Q2	$80K	Buy	4,240 +1,888	+80%	+$33.2K	﹤0.01%	1169
2017 Q1	$40K	Buy	2,352 +160	+7%	+$2.93K	﹤0.01%	1206
2016 Q4	$43K	Buy	+2,192	New	+$40.8K	﹤0.01%	1168

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Meadow Creek Investment Management's WDR Position: Q3 2019 in Review

Meadow Creek Investment Management held its Waddell & Reed Financial, Inc. (WDR) position steady in Q3 2019 at 10,048 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Meadow Creek Investment Management first reported a position in WDR in Q4 2016 and has held it in 12 quarters since. The position peaked at $213K in Q3 2018. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

Meadow Creek Investment Management held 10,048 shares of Waddell & Reed Financial, Inc. worth $173K as of Q3 2019.
Meadow Creek Investment Management left its Waddell & Reed Financial, Inc. share count unchanged in Q3 2019.
Waddell & Reed Financial, Inc. made up ﹤0.01% of Meadow Creek Investment Management's portfolio in Q3 2019, its #1071 holding.
Meadow Creek Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and has held it in 12 quarters since.
Meadow Creek Investment Management's Waddell & Reed Financial, Inc. position peaked at $213K in Q3 2018.
234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.