NB
WDR

Norinchukin Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Norinchukin Bank’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
2016
Q4 		– Sell
-24,100
Closed -$438K – 532
2016
Q3 		$438K Sell
24,100
-14,000
-37% -$255K 0.01% 459
2016
Q2 		$656K Sell
38,100
-13,900
-27% -$284K 0.02% 371
2016
Q1 		$1.22M Buy
+52,000
New +$1.26M 0.03% 270

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norinchukin Bank's WDR Position: Q4 2016 in Review

Norinchukin Bank sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2016, closing a stake of 24,100 shares — an estimated $438K sold.

Norinchukin Bank first reported a position in WDR in Q1 2016 and held it in 3 quarters. The position peaked at $1.22M in Q1 2016. 248 funds tracked by Wall St. Rank hold WDR as of Q4 2016.

  • Norinchukin Bank reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2016 after selling out during the quarter.
  • Norinchukin Bank sold 24,100 Waddell & Reed Financial, Inc. shares in Q4 2016, an estimated $438K.
  • Norinchukin Bank first reported a position in Waddell & Reed Financial, Inc. in Q1 2016 and held it in 3 quarters.
  • Norinchukin Bank's Waddell & Reed Financial, Inc. position peaked at $1.22M in Q1 2016.
  • 248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2016.

Based on Norinchukin Bank's 13F filing for Q4 2016, filed 8 Feb 2017.