Moneta Group Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Moneta Group Investment Advisors’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
2015 Q4	–	Sell	-3,942	Closed	-$137K	–	464
2015 Q3	$137K	Sell	3,942 -1,139	-22%	-$47.1K	0.04%	154
2015 Q2	$240K	Buy	5,081 +631	+14%	+$30.8K	0.07%	116
2015 Q1	$220K	Buy	+4,450	New	+$213K	0.09%	134
2014 Q2	–	Sell	-3,050	Closed	-$225K	–	136
2014 Q1	$225K	Sell	3,050 -600	-16%	-$41.2K	0.13%	116
2013 Q4	$238K	Sell	3,650 -405	-10%	-$24.8K	0.14%	114
2013 Q3	$209K	Buy	+4,055	New	+$202K	0.14%	112

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moneta Group Investment Advisors's WDR Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2015, closing a stake of 3,942 shares — an estimated $137K sold.

Moneta Group Investment Advisors first reported a position in WDR in Q3 2013 and held it in 6 quarters. The position peaked at $240K in Q2 2015. 285 funds tracked by Wall St. Rank hold WDR as of Q4 2015.

Moneta Group Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2015 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,942 Waddell & Reed Financial, Inc. shares in Q4 2015, an estimated $137K.
Moneta Group Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 6 quarters.
Moneta Group Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $240K in Q2 2015.
285 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.