Nine Chapters Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,400
| Closed | -$219K | – | 1196 |
|
|
2014
Q4 | $219K | Sell |
4,400
-41,500
| -90% | -$2.07M | 0.02% | 770 |
|
|
2014
Q3 | $2.37M | Buy |
45,900
+1,200
| +3% | +$62K | 0.21% | 127 |
|
|
2014
Q2 | $2.8M | Buy |
44,700
+39,000
| +684% | +$2.44M | 0.23% | 118 |
|
|
2014
Q1 | $420K | Sell |
5,700
-32,800
| -85% | -$2.42M | 0.05% | 498 |
|
|
2013
Q4 | $2.51M | Buy |
+38,500
| New | +$2.51M | 0.25% | 104 |
|
|
2013
Q3 | – | Sell |
-17,300
| Closed | -$753K | – | 956 |
|
|
2013
Q2 | $753K | Buy |
+17,300
| New | +$753K | 0.13% | 241 |
|