NIP
WDR

Nicholas Investment Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Nicholas Investment Partners’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
Q2 		– Sell
-49,727
Closed -$2.46M – 336
2015
Q1 		$2.46M Buy
+49,727
New +$2.38M 0.15% 239

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Nicholas Investment Partners's WDR Position: Q2 2015 in Review

Nicholas Investment Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2015, closing a stake of 49,727 shares — an estimated $2.46M sold.

Nicholas Investment Partners first reported a position in WDR in Q1 2015 and held it in 1 quarter. The position peaked at $2.46M in Q1 2015. 289 funds tracked by Wall St. Rank hold WDR as of Q2 2015.

  • Nicholas Investment Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2015 after selling out during the quarter.
  • Nicholas Investment Partners sold 49,727 Waddell & Reed Financial, Inc. shares in Q2 2015, an estimated $2.46M.
  • Nicholas Investment Partners first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 1 quarter.
  • Nicholas Investment Partners's Waddell & Reed Financial, Inc. position peaked at $2.46M in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2015.

Based on Nicholas Investment Partners's 13F filing for Q2 2015, filed 17 Aug 2015.