NYLT
WDR

New York Life Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History

New York Life Trust’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
Q1 		– Sell
-360
Closed -$18K – 243
2014
Q4 		$18K Buy
+360
New +$17.2K 0.07% 172
2013
Q3 		– Sell
-2,162
Closed -$94K – 229
2013
Q2 		$94K Buy
+2,162
New +$95.3K 0.43% 97

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

New York Life Trust's WDR Position: Q1 2015 in Review

New York Life Trust sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 360 shares — an estimated $18K sold.

New York Life Trust first reported a position in WDR in Q2 2013 and held it in 2 quarters. The position peaked at $94K in Q2 2013. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • New York Life Trust reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • New York Life Trust sold 360 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $18K.
  • New York Life Trust first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 2 quarters.
  • New York Life Trust's Waddell & Reed Financial, Inc. position peaked at $94K in Q2 2013.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on New York Life Trust's 13F filing for Q1 2015, filed 13 May 2015.