Paradigm Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Paradigm Asset 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
2015 Q4	–	Sell	-1,400	Closed	-$48.7K	–	873
2015 Q3	$48.7K	Sell	1,400 -1,000	-42%	-$41.3K	0.01%	642
2015 Q2	$114K	Hold	2,400	–	–	0.01%	529
2015 Q1	$119K	Hold	2,400	–	–	0.01%	526
2014 Q4	$120K	Hold	2,400	–	–	0.02%	530
2014 Q3	$124K	Sell	2,400 -3,900	-62%	-$217K	0.02%	519
2014 Q2	$394K	Buy	6,300 +2,050	+48%	+$133K	0.05%	371
2014 Q1	$313K	Hold	4,250	–	–	0.04%	421
2013 Q4	$277K	Hold	4,250	–	–	0.04%	459
2013 Q3	$219K	Buy	+4,250	New	+$212K	0.04%	472

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paradigm Asset Management's WDR Position: Q4 2015 in Review

Paradigm Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2015, closing a stake of 1,400 shares — an estimated $48.7K sold.

Paradigm Asset Management first reported a position in WDR in Q3 2013 and held it in 9 quarters. The position peaked at $394K in Q2 2014. 285 funds tracked by Wall St. Rank hold WDR as of Q4 2015.

Paradigm Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2015 after selling out during the quarter.
Paradigm Asset Management sold 1,400 Waddell & Reed Financial, Inc. shares in Q4 2015, an estimated $48.7K.
Paradigm Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 9 quarters.
Paradigm Asset Management's Waddell & Reed Financial, Inc. position peaked at $394K in Q2 2014.
285 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2015.

Based on Paradigm Asset Management's 13F filing for Q4 2015, filed 5 Feb 2016.