Neuburgh Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Neuburgh Advisers’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
2019 Q3	$237K	Hold	13,816	–	–	0.01%	648
2019 Q2	$230K	Hold	13,816	–	–	0.01%	655
2019 Q1	$239K	Hold	13,816	–	–	0.01%	638
2018 Q4	$250K	Hold	13,816	–	–	0.01%	584
2018 Q3	$293K	Buy	13,816 +2,772	+25%	+$55.8K	0.01%	622
2018 Q2	$198K	Buy	11,044 +2,816	+34%	+$54.8K	0.01%	648
2018 Q1	$166K	Hold	8,228	–	–	0.01%	692
2017 Q4	$184K	Buy	8,228 +1,364	+20%	+$27.8K	0.01%	679
2017 Q3	$138K	Buy	6,864 +1,034	+18%	+$19.9K	0.01%	696
2017 Q2	$110K	Buy	5,830 +2,596	+80%	+$45.6K	﹤0.01%	710
2017 Q1	$55K	Buy	3,234 +220	+7%	+$4.03K	﹤0.01%	744
2016 Q4	$59K	Buy	+3,014	New	+$56.1K	﹤0.01%	715

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuburgh Advisers's WDR Position: Q3 2019 in Review

Neuburgh Advisers held its Waddell & Reed Financial, Inc. (WDR) position steady in Q3 2019 at 13,816 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #648.

Neuburgh Advisers first reported a position in WDR in Q4 2016 and has held it in 12 quarters since. The position peaked at $293K in Q3 2018. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

Neuburgh Advisers held 13,816 shares of Waddell & Reed Financial, Inc. worth $237K as of Q3 2019.
Neuburgh Advisers left its Waddell & Reed Financial, Inc. share count unchanged in Q3 2019.
Waddell & Reed Financial, Inc. made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #648 holding.
Neuburgh Advisers first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Waddell & Reed Financial, Inc. position peaked at $293K in Q3 2018.
234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.