NFA
WDR

Nationwide Fund Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-79,937
Closed -$1.6M – 2586
2017
Q3 		$1.6M Buy
79,937
+31,605
+65% +$608K 0.01% 1545
2017
Q2 		$913K Sell
48,332
-136,984
-74% -$2.41M ﹤0.01% 1831
2017
Q1 		$3.15M Sell
185,316
-2,509
-1% -$45.9K 0.01% 1205
2016
Q4 		$3.66M Sell
187,825
-3,443
-2% -$64K 0.02% 1143
2016
Q3 		$3.47M Buy
191,268
+35,658
+23% +$650K 0.01% 1155
2016
Q2 		$2.68M Sell
155,610
-65,961
-30% -$1.35M 0.01% 1226
2016
Q1 		$5.22M Buy
221,571
+4,649
+2% +$113K 0.02% 906
2015
Q4 		$6.22M Buy
216,922
+46,554
+27% +$1.6M 0.03% 809
2015
Q3 		$5.92M Sell
170,368
-1,931
-1% -$79.8K 0.03% 823
2015
Q2 		$8.15M Sell
172,299
-5,737
-3% -$280K 0.03% 695
2015
Q1 		$8.82M Sell
178,036
-318
-0.2% -$15.2K 0.04% 673
2014
Q4 		$8.89M Buy
178,354
+3,348
+2% +$160K 0.04% 628
2014
Q3 		$9.05M Buy
175,006
+1,124
+0.6% +$62.6K 0.04% 614
2014
Q2 		$10.9M Sell
173,882
-755
-0.4% -$48.8K 0.04% 531
2014
Q1 		$12.9M Sell
174,637
-4,452
-2% -$306K 0.06% 401
2013
Q4 		$11.7M Sell
179,089
-2,329
-1% -$143K 0.05% 479
2013
Q3 		$9.34M Buy
181,418
+2,669
+1% +$133K 0.04% 560
2013
Q2 		$7.78M Buy
+178,749
New +$7.88M 0.04% 581

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Nationwide Fund Advisors's WDR Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 79,937 shares — an estimated $1.6M sold.

Nationwide Fund Advisors first reported a position in WDR in Q2 2013 and held it in 18 quarters. The position peaked at $12.9M in Q1 2014. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 79,937 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $1.6M.
  • Nationwide Fund Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Waddell & Reed Financial, Inc. position peaked at $12.9M in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.