PEAK6 Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-27,551
| Closed | -$557K | – | 2154 |
|
|
2018
Q1 | $557K | Buy |
27,551
+12,955
| +89% | +$262K | ﹤0.01% | 612 |
|
|
2017
Q4 | $326K | Buy |
+14,596
| New | +$326K | ﹤0.01% | 657 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2133 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2091 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2057 |
|
|
2016
Q4 | – | Sell |
-11,913
| Closed | -$216K | – | 2027 |
|
|
2016
Q3 | $216K | Buy |
+11,913
| New | +$216K | ﹤0.01% | 634 |
|
|
2016
Q2 | – | Sell |
-528
| Closed | -$12K | – | 1930 |
|
|
2016
Q1 | $12K | Buy |
+528
| New | +$12K | ﹤0.01% | 873 |
|
|
2015
Q4 | – | Sell |
-15,438
| Closed | -$537K | – | 2100 |
|
|
2015
Q3 | $537K | Sell |
15,438
-8,353
| -35% | -$291K | ﹤0.01% | 594 |
|
|
2015
Q2 | $1.13M | Buy |
+23,791
| New | +$1.13M | 0.01% | 399 |
|
|
2014
Q4 | – | Sell |
-200,000
| Closed | -$10.3M | – | 2052 |
|
|
2014
Q3 | $10.3M | Buy |
200,000
+194,329
| +3,427% | +$10M | 0.08% | 94 |
|
|
2014
Q2 | $355K | Buy |
5,671
+3,730
| +192% | +$233K | ﹤0.01% | 702 |
|
|
2014
Q1 | $143K | Buy |
+1,941
| New | +$143K | ﹤0.01% | 1075 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 2148 |
|
|
2013
Q3 | – | Sell |
-7,449
| Closed | -$324 | – | 2094 |
|
|
2013
Q2 | $324 | Buy |
+7,449
| New | +$324 | ﹤0.01% | 787 |
|