NV
WDR

Nair Vinay’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Nair Vinay’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
Q2 		– Sell
-6,767
Closed -$335K – 380
2015
Q1 		$335K Buy
6,767
+2,422
+56% +$116K 0.23% 158
2014
Q4 		$216K Buy
+4,345
New +$207K 0.26% 166

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nair Vinay's WDR Position: Q2 2015 in Review

Nair Vinay sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2015, closing a stake of 6,767 shares — an estimated $335K sold.

Nair Vinay first reported a position in WDR in Q4 2014 and held it in 2 quarters. The position peaked at $335K in Q1 2015. 289 funds tracked by Wall St. Rank hold WDR as of Q2 2015.

  • Nair Vinay reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2015 after selling out during the quarter.
  • Nair Vinay sold 6,767 Waddell & Reed Financial, Inc. shares in Q2 2015, an estimated $335K.
  • Nair Vinay first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 2 quarters.
  • Nair Vinay's Waddell & Reed Financial, Inc. position peaked at $335K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2015.

Based on Nair Vinay's 13F filing for Q2 2015, filed 12 Aug 2015.