PG
WDR

Patten Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Patten Group’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
2017
Q2 		– Sell
-7
Closed – – 687
2017
Q1 		$0 Hold
7
– – ﹤0.01% 653
2016
Q4 		$0 Buy
+7
New +$130 ﹤0.01% 642

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Patten Group's WDR Position: Q2 2017 in Review

Patten Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 7 shares.

Patten Group first reported a position in WDR in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Patten Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Patten Group sold 7 Waddell & Reed Financial, Inc. shares in Q2 2017.
  • Patten Group first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 2 quarters.
  • Patten Group's Waddell & Reed Financial, Inc. position peaked at $0 in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.