Metropolitan Life Insurance Company (MetLife)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,452
| Closed | -$412K | – | 2951 |
|
|
2021
Q1 | $412K | Sell |
16,452
-666
| -4% | -$16.7K | 0.01% | 1531 |
|
|
2020
Q4 | $436K | Sell |
17,118
-3,123
| -15% | -$79.5K | 0.01% | 1448 |
|
|
2020
Q3 | $301K | Hold |
20,241
| – | – | 0.01% | 1540 |
|
|
2020
Q2 | $314K | Hold |
20,241
| – | – | 0.01% | 1520 |
|
|
2020
Q1 | $230K | Sell |
20,241
-2,053
| -9% | -$23.4K | ﹤0.01% | 1513 |
|
|
2019
Q4 | $373K | Sell |
22,294
-1,784
| -7% | -$29.8K | 0.01% | 1514 |
|
|
2019
Q3 | $414K | Hold |
24,078
| – | – | 0.01% | 1416 |
|
|
2019
Q2 | $401K | Hold |
24,078
| – | – | 0.01% | 1443 |
|
|
2019
Q1 | $416K | Hold |
24,078
| – | – | 0.01% | 1422 |
|
|
2018
Q4 | $435K | Sell |
24,078
-2,732
| -10% | -$49.4K | 0.01% | 1277 |
|
|
2018
Q3 | $568K | Hold |
26,810
| – | – | 0.01% | 1273 |
|
|
2018
Q2 | $482K | Hold |
26,810
| – | – | 0.01% | 1337 |
|
|
2018
Q1 | $542K | Buy |
26,810
+473
| +2% | +$9.56K | 0.01% | 1224 |
|
|
2017
Q4 | $588K | Sell |
26,337
-29,925
| -53% | -$668K | 0.01% | 1177 |
|
|
2017
Q3 | $1.13M | Hold |
56,262
| – | – | 0.01% | 1183 |
|
|
2017
Q2 | $1.06M | Sell |
56,262
-76,127
| -58% | -$1.44M | 0.01% | 1219 |
|
|
2017
Q1 | $2.25M | Buy |
132,389
+1,123
| +0.9% | +$19.1K | 0.02% | 912 |
|
|
2016
Q4 | $2.56M | Sell |
131,266
-1,749
| -1% | -$34.1K | 0.02% | 886 |
|
|
2016
Q3 | $2.42M | Buy |
133,015
+1,137
| +0.9% | +$20.7K | 0.02% | 880 |
|
|
2016
Q2 | $2.27M | Buy |
131,878
+54,088
| +70% | +$931K | 0.02% | 891 |
|
|
2016
Q1 | $1.83M | Buy |
77,790
+1,044
| +1% | +$24.6K | 0.01% | 924 |
|
|
2015
Q4 | $2.2M | Sell |
76,746
-176
| -0.2% | -$5.05K | 0.02% | 864 |
|
|
2015
Q3 | $2.68M | Sell |
76,922
-1,103
| -1% | -$38.4K | 0.02% | 787 |
|
|
2015
Q2 | $3.69M | Buy |
78,025
+880
| +1% | +$41.6K | 0.03% | 695 |
|
|
2015
Q1 | $3.82M | Buy |
77,145
+2,512
| +3% | +$124K | 0.03% | 643 |
|
|
2014
Q4 | $3.72M | Buy |
74,633
+88
| +0.1% | +$4.38K | 0.03% | 684 |
|
|
2014
Q3 | $3.85M | Sell |
74,545
-187
| -0.3% | -$9.67K | 0.03% | 642 |
|
|
2014
Q2 | $4.68M | Buy |
74,732
+408
| +0.5% | +$25.5K | 0.03% | 578 |
|
|
2014
Q1 | $5.47M | Buy |
74,324
+903
| +1% | +$66.5K | 0.04% | 489 |
|
|
2013
Q4 | $4.78M | Buy |
73,421
+59
| +0.1% | +$3.84K | 0.03% | 537 |
|
|
2013
Q3 | $3.78M | Buy |
73,362
+600
| +0.8% | +$30.9K | 0.03% | 614 |
|
|
2013
Q2 | $3.17M | Buy |
+72,762
| New | +$3.17M | 0.03% | 665 |
|