Nomura Holdings
WDR

Nomura Holdings’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Nomura Holdings’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
Q1 		– Sell
-10,000
Closed -$195K – 1712
2016
Q4 		$195K Buy
+10,000
New +$186K ﹤0.01% 1442
2016
Q1 		– Sell
-25,246
Closed -$724K – 2137
2015
Q4 		$724K Sell
25,246
-12,981
-34% -$446K ﹤0.01% 909
2015
Q3 		$1.41M Buy
38,227
+24,410
+177% +$1.01M 0.01% 660
2015
Q2 		$670K Buy
13,817
+3,560
+35% +$174K ﹤0.01% 1154
2015
Q1 		$516K Sell
10,257
-2,888
-22% -$138K ﹤0.01% 1072
2014
Q4 		$666K Sell
13,145
-6,439
-33% -$307K ﹤0.01% 1519
2014
Q3 		$1.03M Buy
19,584
+10,813
+123% +$602K ﹤0.01% 1432
2014
Q2 		$551K Buy
8,771
+4,500
+105% +$291K ﹤0.01% 1727
2014
Q1 		$314K Sell
4,271
-5,040
-54% -$346K ﹤0.01% 2057
2013
Q4 		$606K Buy
9,311
+690
+8% +$42.2K ﹤0.01% 1197
2013
Q3 		$442K Buy
+8,621
New +$429K ﹤0.01% 1455

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Nomura Holdings's WDR Position: Q1 2017 in Review

Nomura Holdings sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2017, closing a stake of 10,000 shares — an estimated $195K sold.

Nomura Holdings first reported a position in WDR in Q3 2013 and held it in 11 quarters. The position peaked at $1.41M in Q3 2015. 227 funds tracked by Wall St. Rank hold WDR as of Q1 2017.

  • Nomura Holdings reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • Nomura Holdings sold 10,000 Waddell & Reed Financial, Inc. shares in Q1 2017, an estimated $195K.
  • Nomura Holdings first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 11 quarters.
  • Nomura Holdings's Waddell & Reed Financial, Inc. position peaked at $1.41M in Q3 2015.
  • 227 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2017.

Based on Nomura Holdings's 13F filing for Q1 2017, filed 15 May 2017.