MA
WDR

MUFG Americas’s Waddell & Reed Financial, Inc. WDR Stock Holding History

MUFG Americas’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
2019
Q2 		– Sell
-789
Closed -$14K – 944
2019
Q1 		$14K Buy
+789
New +$13.9K ﹤0.01% 739
2013
Q4 		– Sell
-541
Closed -$28K – 1230
2013
Q3 		$28K Hold
541
– – ﹤0.01% 817
2013
Q2 		$24K Buy
+541
New +$23.8K ﹤0.01% 1273

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MUFG Americas's WDR Position: Q2 2019 in Review

MUFG Americas sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 789 shares — an estimated $14K sold.

MUFG Americas first reported a position in WDR in Q2 2013 and held it in 3 quarters. The position peaked at $28K in Q3 2013. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • MUFG Americas reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • MUFG Americas sold 789 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $14K.
  • MUFG Americas first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 3 quarters.
  • MUFG Americas's Waddell & Reed Financial, Inc. position peaked at $28K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on MUFG Americas's 13F filing for Q2 2019, filed 9 Aug 2019.