MOS
WDR

MGO One Seven’s Waddell & Reed Financial, Inc. WDR Stock Holding History

MGO One Seven’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
2018
Q1 		$1K Buy
+50
New +$1.06K ﹤0.01% 1756

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MGO One Seven's WDR Position: Q1 2018 in Review

MGO One Seven opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q1 2018: 50 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

252 funds tracked by Wall St. Rank hold WDR as of Q1 2018.

  • MGO One Seven held 50 shares of Waddell & Reed Financial, Inc. worth $1K as of Q1 2018.
  • Waddell & Reed Financial, Inc. was a new MGO One Seven position in Q1 2018.
  • Waddell & Reed Financial, Inc. made up ﹤0.01% of MGO One Seven's portfolio in Q1 2018, its #1756 holding.
  • 252 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2018.

Based on MGO One Seven's 13F filing for Q1 2018, filed 15 May 2018.