PCM
WDR

Palisade Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Palisade Capital Management’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
2014
Q4 		– Sell
-136,011
Closed -$7.03M – 508
2014
Q3 		$7.03M Buy
136,011
+4,010
+3% +$223K 0.18% 227
2014
Q2 		$8.26M Buy
+132,001
New +$8.54M 0.2% 205

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

Palisade Capital Management's WDR Position: Q4 2014 in Review

Palisade Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 136,011 shares — an estimated $7.03M sold.

Palisade Capital Management first reported a position in WDR in Q2 2014 and held it in 2 quarters. The position peaked at $8.26M in Q2 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • Palisade Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • Palisade Capital Management sold 136,011 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $7.03M.
  • Palisade Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 2 quarters.
  • Palisade Capital Management's Waddell & Reed Financial, Inc. position peaked at $8.26M in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Palisade Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.