OFI Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $257K | Buy |
7,381
+1,409
| +24% | +$49.1K | 0.02% | 1082 |
|
|
2015
Q2 | $283K | Buy |
5,972
+80
| +1% | +$3.79K | 0.02% | 1067 |
|
|
2015
Q1 | $292K | Buy |
5,892
+465
| +9% | +$23K | 0.02% | 1047 |
|
|
2014
Q4 | $270K | Buy |
5,427
+636
| +13% | +$31.6K | 0.02% | 1048 |
|
|
2014
Q3 | $248K | Buy |
4,791
+933
| +24% | +$48.3K | 0.02% | 1031 |
|
|
2014
Q2 | $241K | Buy |
3,858
+1,045
| +37% | +$65.3K | 0.02% | 1062 |
|
|
2014
Q1 | $207K | Buy |
2,813
+84
| +3% | +$6.18K | 0.02% | 1089 |
|
|
2013
Q4 | $178K | Buy |
2,729
+31
| +1% | +$2.02K | 0.01% | 1147 |
|
|
2013
Q3 | $139K | Sell |
2,698
-156
| -5% | -$8.04K | 0.01% | 1176 |
|
|
2013
Q2 | $124K | Buy |
+2,854
| New | +$124K | 0.01% | 1150 |
|