OMCS
WDR

Old Mutual Customised Solutions’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-700
Closed -$30K – 1338
2013
Q2 		$30K Buy
+700
New +$30.8K 0.01% 953

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Mutual Customised Solutions's WDR Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2013, closing a stake of 700 shares — an estimated $30K sold.

Old Mutual Customised Solutions first reported a position in WDR in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 700 Waddell & Reed Financial, Inc. shares in Q3 2013, an estimated $30K.
  • Old Mutual Customised Solutions first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Waddell & Reed Financial, Inc. position peaked at $30K in Q2 2013.
  • 297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.