Nomura Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$195K | – | 1147 |
|
|
2016
Q4 | $195K | Buy |
+10,000
| New | +$195K | ﹤0.01% | 945 |
|
|
2016
Q1 | – | Sell |
-25,246
| Closed | -$724K | – | 1565 |
|
|
2015
Q4 | $724K | Sell |
25,246
-12,981
| -34% | -$372K | ﹤0.01% | 519 |
|
|
2015
Q3 | $1.41M | Buy |
38,227
+24,410
| +177% | +$901K | 0.01% | 337 |
|
|
2015
Q2 | $670K | Buy |
13,817
+3,560
| +35% | +$173K | ﹤0.01% | 839 |
|
|
2015
Q1 | $516K | Sell |
10,257
-2,888
| -22% | -$145K | ﹤0.01% | 741 |
|
|
2014
Q4 | $666K | Sell |
13,145
-6,439
| -33% | -$326K | ﹤0.01% | 828 |
|
|
2014
Q3 | $1.03M | Buy |
19,584
+10,813
| +123% | +$566K | ﹤0.01% | 739 |
|
|
2014
Q2 | $551K | Buy |
8,771
+4,500
| +105% | +$283K | ﹤0.01% | 1022 |
|
|
2014
Q1 | $314K | Sell |
4,271
-5,040
| -54% | -$371K | ﹤0.01% | 1375 |
|
|
2013
Q4 | $606K | Buy |
9,311
+690
| +8% | +$44.9K | ﹤0.01% | 1092 |
|
|
2013
Q3 | $442K | Buy |
+8,621
| New | +$442K | ﹤0.01% | 1357 |
|