NMIMC
WDR
Northwestern Mutual Investment Management Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-14,523
| Closed | -$247K | – | 900 |
|
|
2017
Q1 | $247K | Buy |
14,523
+252
| +2% | +$4.29K | ﹤0.01% | 890 |
|
|
2016
Q4 | $278K | Buy |
14,271
+5
| +0% | +$97 | 0.01% | 877 |
|
|
2016
Q3 | $259K | Buy |
14,266
+197
| +1% | +$3.58K | 0.01% | 871 |
|
|
2016
Q2 | $242K | Sell |
14,069
-37
| -0.3% | -$636 | 0.01% | 841 |
|
|
2016
Q1 | $332K | Buy |
14,106
+4,774
| +51% | +$112K | 0.01% | 751 |
|
|
2015
Q4 | $267K | Buy |
9,332
+32
| +0.3% | +$916 | 0.01% | 675 |
|
|
2015
Q3 | $323K | Hold |
9,300
| – | – | 0.01% | 647 |
|
|
2015
Q2 | $440K | Sell |
9,300
-130
| -1% | -$6.15K | 0.01% | 626 |
|
|
2015
Q1 | $467K | Buy |
+9,430
| New | +$467K | 0.01% | 606 |
|