MVP
WDR

Missouri Valley Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Missouri Valley Partners’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
2013
Q3 		$635K Buy
12,330
+104
+0.9% +$5.18K 0.24% 140
2013
Q2 		$532K Buy
+12,226
New +$539K 0.21% 146

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Missouri Valley Partners's WDR Position: Q3 2013 in Review

Missouri Valley Partners increased its Waddell & Reed Financial, Inc. (WDR) stake by 0.85% in Q3 2013, buying an estimated $5.18K and bringing the position to 12,330 shares worth $635K. The position accounts for 0.24% of the portfolio, ranked #140.

Missouri Valley Partners first reported a position in WDR in Q2 2013 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

  • Missouri Valley Partners held 12,330 shares of Waddell & Reed Financial, Inc. worth $635K as of Q3 2013.
  • Missouri Valley Partners bought 104 Waddell & Reed Financial, Inc. shares in Q3 2013, an estimated $5.18K.
  • Waddell & Reed Financial, Inc. made up 0.24% of Missouri Valley Partners's portfolio in Q3 2013, its #140 holding.
  • Missouri Valley Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.