Numeric Investors’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
Q2 | – | Sell |
-46,900
| Closed | -$797K | – | 1210 |
|
|
2017
Q1 | $797K | Sell |
46,900
-5,100
| -10% | -$86.7K | 0.01% | 692 |
|
|
2016
Q4 | $1.02M | Buy |
+52,000
| New | +$1.02M | 0.01% | 660 |
|
|
2016
Q1 | – | Sell |
-65,400
| Closed | -$1.87M | – | 1174 |
|
|
2015
Q4 | $1.87M | Buy |
65,400
+27,100
| +71% | +$777K | 0.02% | 452 |
|
|
2015
Q3 | $1.33M | Buy |
+38,300
| New | +$1.33M | 0.02% | 473 |
|
|
2013
Q4 | – | Sell |
-14,300
| Closed | -$736K | – | 920 |
|
|
2013
Q3 | $736K | Buy |
+14,300
| New | +$736K | 0.01% | 488 |
|