Nine Chapters Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Nine Chapters Capital Management’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	-4,400	Closed	-$219K	–	1196
2014 Q4	$219K	Sell	4,400 -41,500	-90%	-$1.98M	0.02%	770
2014 Q3	$2.37M	Buy	45,900 +1,200	+3%	+$66.8K	0.21%	127
2014 Q2	$2.8M	Buy	44,700 +39,000	+684%	+$2.52M	0.23%	118
2014 Q1	$420K	Sell	5,700 -32,800	-85%	-$2.25M	0.05%	498
2013 Q4	$2.51M	Buy	+38,500	New	+$2.36M	0.25%	104
2013 Q3	–	Sell	-17,300	Closed	-$753K	–	956
2013 Q2	$753K	Buy	+17,300	New	+$762K	0.13%	241

Other funds holding WDR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Nine Chapters Capital Management's WDR Position: Q1 2015 in Review

Nine Chapters Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 4,400 shares — an estimated $219K sold.

Nine Chapters Capital Management first reported a position in WDR in Q2 2013 and held it in 6 quarters. The position peaked at $2.8M in Q2 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

Nine Chapters Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 4,400 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $219K.
Nine Chapters Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 6 quarters.
Nine Chapters Capital Management's Waddell & Reed Financial, Inc. position peaked at $2.8M in Q2 2014.
296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Nine Chapters Capital Management's 13F filing for Q1 2015, filed 15 May 2015.