Nuveen’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-271,929
| Closed | -$6.81M | – | 3647 |
|
|
2021
Q1 | $6.81M | Sell |
271,929
-4,337
| -2% | -$109K | ﹤0.01% | 2009 |
|
|
2020
Q4 | $7.04M | Buy |
276,266
+90
| +0% | +$1.73K | ﹤0.01% | 1898 |
|
|
2020
Q3 | $4.1M | Buy |
276,176
+38,844
| +16% | +$593K | ﹤0.01% | 2024 |
|
|
2020
Q2 | $3.68M | Sell |
237,332
-12,834
| -5% | -$176K | ﹤0.01% | 2062 |
|
|
2020
Q1 | $2.85M | Sell |
250,166
-40,340
| -14% | -$602K | ﹤0.01% | 2020 |
|
|
2019
Q4 | $4.86M | Sell |
290,506
-8,725
| -3% | -$142K | ﹤0.01% | 2019 |
|
|
2019
Q3 | $5.14M | Sell |
299,231
-5,064
| -2% | -$84.9K | ﹤0.01% | 1934 |
|
|
2019
Q2 | $5.07M | Buy |
+304,295
| New | +$5.3M | ﹤0.01% | 1980 |
|
|
2017
Q2 | – | Sell |
-28,785
| Closed | -$489K | – | 1368 |
|
|
2017
Q1 | $489K | Sell |
28,785
-48,687
| -63% | -$891K | ﹤0.01% | 1161 |
|
|
2016
Q4 | $1.51M | Buy |
77,472
+23,976
| +45% | +$446K | 0.01% | 991 |
|
|
2016
Q3 | $971K | Hold |
53,496
| – | – | 0.01% | 1093 |
|
|
2016
Q2 | $921K | Buy |
53,496
+5,014
| +10% | +$102K | 0.01% | 1051 |
|
|
2016
Q1 | $1.14K | Hold |
48,482
| – | – | 0.01% | 978 |
|
|
2015
Q4 | $1.39K | Hold |
48,482
| – | – | 0.01% | 920 |
|
|
2015
Q3 | $1.69K | Sell |
48,482
-8,800
| -15% | -$364K | 0.01% | 835 |
|
|
2015
Q2 | $2.71K | Buy |
57,282
+1,600
| +3% | +$78K | 0.01% | 700 |
|
|
2015
Q1 | $2.76M | Sell |
55,682
-5,620
| -9% | -$269K | 0.02% | 709 |
|
|
2014
Q4 | $3.05M | Buy |
61,302
+26,636
| +77% | +$1.27M | 0.02% | 685 |
|
|
2014
Q3 | $1.79M | Sell |
34,666
-221
| -0.6% | -$12.3K | 0.01% | 858 |
|
|
2014
Q2 | $2.18M | Sell |
34,887
-13,531
| -28% | -$875K | 0.01% | 787 |
|
|
2014
Q1 | $3.56M | Sell |
48,418
-116,090
| -71% | -$7.98M | 0.02% | 613 |
|
|
2013
Q4 | $10.7M | Sell |
164,508
-35,570
| -18% | -$2.18M | 0.07% | 341 |
|
|
2013
Q3 | $10.3M | Sell |
200,078
-72,167
| -27% | -$3.59M | 0.07% | 361 |
|
|
2013
Q2 | $11.8M | Buy |
+272,245
| New | +$12M | 0.08% | 317 |
|
Other funds holding WDR
Nuveen's WDR Position: Q2 2021 in Review
Nuveen sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 271,929 shares — an estimated $6.81M sold.
Nuveen first reported a position in WDR in Q2 2013 and held it in 24 quarters. The position peaked at $11.8M in Q2 2013. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.
- Nuveen reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
- Nuveen sold 271,929 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $6.81M.
- Nuveen first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 24 quarters.
- Nuveen's Waddell & Reed Financial, Inc. position peaked at $11.8M in Q2 2013.
- 1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.
Based on Nuveen's 13F filing for Q2 2021, filed 16 Aug 2021.