Neuberger Berman Group
WDR

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

Neuberger Berman 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
2015
Q3 		– Sell
-4,770
Closed -$226K – 1608
2015
Q2 		$226K Sell
4,770
-900
-16% -$43.9K ﹤0.01% 1473
2015
Q1 		$281K Buy
5,670
+150
+3% +$7.17K ﹤0.01% 1448
2014
Q4 		$275K Sell
5,520
-850
-13% -$40.6K ﹤0.01% 1469
2014
Q3 		$329K Sell
6,370
-844
-12% -$47K ﹤0.01% 1438
2014
Q2 		$452K Sell
7,214
-3,348
-32% -$217K ﹤0.01% 1400
2014
Q1 		$777K Buy
10,562
+684
+7% +$47K ﹤0.01% 1256
2013
Q4 		$643K Sell
9,878
-1,402
-12% -$85.8K ﹤0.01% 1295
2013
Q3 		$581K Buy
11,280
+135
+1% +$6.72K ﹤0.01% 1281
2013
Q2 		$485K Buy
+11,145
New +$491K ﹤0.01% 1317

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $16.2B AUM 17.5% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group's WDR Position: Q3 2015 in Review

Neuberger Berman Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2015, closing a stake of 4,770 shares — an estimated $226K sold.

Neuberger Berman Group first reported a position in WDR in Q2 2013 and held it in 9 quarters. The position peaked at $777K in Q1 2014. 286 funds tracked by Wall St. Rank hold WDR as of Q3 2015.

  • Neuberger Berman Group reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2015 after selling out during the quarter.
  • Neuberger Berman Group sold 4,770 Waddell & Reed Financial, Inc. shares in Q3 2015, an estimated $226K.
  • Neuberger Berman Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 9 quarters.
  • Neuberger Berman Group's Waddell & Reed Financial, Inc. position peaked at $777K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2015.

Based on Neuberger Berman Group's 13F filing for Q3 2015, filed 10 Nov 2015.