National Penn Investors Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.4M | Buy |
59,525
+4,215
| +8% | +$99.2K | 0.16% | 108 |
|
|
2015
Q4 | $1.59M | Sell |
55,310
-3,425
| -6% | -$98.1K | 0.18% | 102 |
|
|
2015
Q3 | $2.04M | Sell |
58,735
-235
| -0.4% | -$8.17K | 0.24% | 94 |
|
|
2015
Q2 | $2.79M | Buy |
58,970
+110
| +0.2% | +$5.21K | 0.3% | 77 |
|
|
2015
Q1 | $2.92M | Buy |
58,860
+435
| +0.7% | +$21.6K | 0.31% | 75 |
|
|
2014
Q4 | $2.91M | Buy |
58,425
+17,005
| +41% | +$847K | 0.33% | 67 |
|
|
2014
Q3 | $2.14M | Buy |
41,420
+935
| +2% | +$48.3K | 0.25% | 82 |
|
|
2014
Q2 | $2.53M | Sell |
40,485
-350
| -0.9% | -$21.9K | 0.3% | 73 |
|
|
2014
Q1 | $3.01M | Sell |
40,835
-4,243
| -9% | -$312K | 0.36% | 57 |
|
|
2013
Q4 | $2.94M | Sell |
45,078
-605
| -1% | -$39.4K | 0.33% | 70 |
|
|
2013
Q3 | $2.35M | Buy |
45,683
+15,835
| +53% | +$815K | 0.29% | 80 |
|
|
2013
Q2 | $1.3M | Buy |
+29,848
| New | +$1.3M | 0.17% | 111 |
|