Meadow Creek Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$42.7K | ﹤0.01% | 1055 |
|
|
2018
Q2 | $144K | Buy |
8,032
+2,048
| +34% | +$36.7K | ﹤0.01% | 1094 |
|
|
2018
Q1 | $121K | Hold |
5,984
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q4 | $134K | Buy |
5,984
+992
| +20% | +$22.2K | ﹤0.01% | 1134 |
|
|
2017
Q3 | $100K | Buy |
4,992
+752
| +18% | +$15.1K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $80K | Buy |
4,240
+1,888
| +80% | +$35.6K | ﹤0.01% | 1169 |
|
|
2017
Q1 | $40K | Buy |
2,352
+160
| +7% | +$2.72K | ﹤0.01% | 1206 |
|
|
2016
Q4 | $43K | Buy |
+2,192
| New | +$43K | ﹤0.01% | 1168 |
|