MM
WDR

Midas Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Midas 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
2016
Q1 		– Sell
-33,000
Closed -$946K – 181
2015
Q4 		$946K Hold
33,000
– – 0.56% 89
2015
Q3 		$1.15M Hold
33,000
– – 0.74% 71
2015
Q2 		$1.56M Hold
33,000
– – 0.84% 63
2015
Q1 		$1.64M Hold
33,000
– – 0.82% 59
2014
Q4 		$1.64M Buy
+33,000
New +$1.57M 0.86% 55

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Midas Management's WDR Position: Q1 2016 in Review

Midas Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2016, closing a stake of 33,000 shares — an estimated $946K sold.

Midas Management first reported a position in WDR in Q4 2014 and held it in 5 quarters. The position peaked at $1.64M in Q4 2014. 254 funds tracked by Wall St. Rank hold WDR as of Q1 2016.

  • Midas Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2016 after selling out during the quarter.
  • Midas Management sold 33,000 Waddell & Reed Financial, Inc. shares in Q1 2016, an estimated $946K.
  • Midas Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 5 quarters.
  • Midas Management's Waddell & Reed Financial, Inc. position peaked at $1.64M in Q4 2014.
  • 254 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2016.

Based on Midas Management's 13F filing for Q1 2016, filed 28 Apr 2016.