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

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

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

Dimensional Fund Advisors

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

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB)

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return