MIM
WDR

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

Miller 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
2014
Q3 		– Sell
-3,178
Closed -$199K – 75
2014
Q2 		$199K Hold
3,178
– – 0.09% 74
2014
Q1 		$234K Hold
3,178
– – 0.13% 67
2013
Q4 		$207K Buy
+3,178
New +$194K 0.12% 69

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Miller Investment Management's WDR Position: Q3 2014 in Review

Miller Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2014, closing a stake of 3,178 shares — an estimated $199K sold.

Miller Investment Management first reported a position in WDR in Q4 2013 and held it in 3 quarters. The position peaked at $234K in Q1 2014. 307 funds tracked by Wall St. Rank hold WDR as of Q3 2014.

  • Miller Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2014 after selling out during the quarter.
  • Miller Investment Management sold 3,178 Waddell & Reed Financial, Inc. shares in Q3 2014, an estimated $199K.
  • Miller Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 3 quarters.
  • Miller Investment Management's Waddell & Reed Financial, Inc. position peaked at $234K in Q1 2014.
  • 307 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2014.

Based on Miller Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.