Northwestern Mutual Investment Management Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Northwestern Mutual Investment Management Company’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 Q2	–	Sell	-14,523	Closed	-$247K	–	900
2017 Q1	$247K	Buy	14,523 +252	+2%	+$4.61K	﹤0.01%	890
2016 Q4	$278K	Buy	14,271 +5	+0%	+$93	0.01%	877
2016 Q3	$259K	Buy	14,266 +197	+1%	+$3.59K	0.01%	871
2016 Q2	$242K	Sell	14,069 -37	-0.3%	-$755	0.01%	841
2016 Q1	$332K	Buy	14,106 +4,774	+51%	+$116K	0.01%	751
2015 Q4	$267K	Buy	9,332 +32	+0.3%	+$1.1K	0.01%	675
2015 Q3	$323K	Hold	9,300	–	–	0.01%	647
2015 Q2	$440K	Sell	9,300 -130	-1%	-$6.34K	0.01%	626
2015 Q1	$467K	Buy	+9,430	New	+$451K	0.01%	606

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northwestern Mutual Investment Management Company's WDR Position: Q2 2017 in Review

Northwestern Mutual Investment Management Company sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 14,523 shares — an estimated $247K sold.

Northwestern Mutual Investment Management Company first reported a position in WDR in Q1 2015 and held it in 9 quarters. The position peaked at $467K in Q1 2015. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

Northwestern Mutual Investment Management Company reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
Northwestern Mutual Investment Management Company sold 14,523 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $247K.
Northwestern Mutual Investment Management Company first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 9 quarters.
Northwestern Mutual Investment Management Company's Waddell & Reed Financial, Inc. position peaked at $467K in Q1 2015.
218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2017, filed 9 Aug 2017.