OWD
WDR

Osborn Williams & Donohoe’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-1,100
Closed -$20K – 722
2019
Q1 		$20K Buy
+1,100
New +$19.4K ﹤0.01% 562

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Osborn Williams & Donohoe's WDR Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 1,100 shares — an estimated $20K sold.

Osborn Williams & Donohoe first reported a position in WDR in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 1,100 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $20K.
  • Osborn Williams & Donohoe first reported a position in Waddell & Reed Financial, Inc. in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Waddell & Reed Financial, Inc. position peaked at $20K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.