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WDR

NatWest Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

NatWest Group’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
2013
Q4 		– Sell
-12,026
Closed -$619K – 930
2013
Q3 		$619K Buy
+12,026
New +$598K 0.02% 625

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NatWest Group's WDR Position: Q4 2013 in Review

NatWest Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 12,026 shares — an estimated $619K sold.

NatWest Group first reported a position in WDR in Q3 2013 and held it in 1 quarter. The position peaked at $619K in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • NatWest Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • NatWest Group sold 12,026 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $619K.
  • NatWest Group first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 1 quarter.
  • NatWest Group's Waddell & Reed Financial, Inc. position peaked at $619K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on NatWest Group's 13F filing for Q4 2013, filed 13 Feb 2014.