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

Next Financial 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
2017 Q4	–	Sell	-100	Closed	-$2K	–	1577
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1644
2017 Q2	$2K	Buy	+100	New	+$1.76K	﹤0.01%	1781
2017 Q1	–	Sell	-2,900	Closed	-$57K	–	2396
2016 Q4	$57K	Sell	2,900 -1,000	-26%	-$18.6K	0.01%	910
2016 Q3	$71K	Buy	3,900 +2,200	+129%	+$40.1K	0.01%	790
2016 Q2	$29K	Hold	1,700	–	–	0.01%	830
2016 Q1	$40K	Sell	1,700 -500	-23%	-$12.1K	0.01%	691
2015 Q4	$63K	Sell	2,200 -100	-4%	-$3.44K	0.02%	560
2015 Q3	$79K	Hold	2,300	–	–	0.03%	503
2015 Q2	$108K	Buy	2,300 +200	+10%	+$9.75K	0.04%	445
2015 Q1	$104K	Buy	+2,100	New	+$100K	0.03%	459

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Next Financial Group's WDR Position: Q4 2017 in Review

Next Financial Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in WDR in Q1 2015 and held it in 10 quarters. The position peaked at $108K in Q2 2015. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

Next Financial Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 100 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $2K.
Next Financial Group first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 10 quarters.
Next Financial Group's Waddell & Reed Financial, Inc. position peaked at $108K in Q2 2015.
235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.