PG
WDR

PEAK6 Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

PEAK6 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
2018
Q2 		– Sell
-27,551
Closed -$557K – 5214
2018
Q1 		$557K Buy
27,551
+12,955
+89% +$274K ﹤0.01% 2475
2017
Q4 		$326K Buy
+14,596
New +$297K ﹤0.01% 2800
2016
Q4 		– Sell
-11,913
Closed -$222K – 5250
2016
Q3 		$216K Buy
+11,913
New +$217K ﹤0.01% 3076
2016
Q2 		– Sell
-528
Closed -$12K – 4964
2016
Q1 		$12K Buy
+528
New +$12.8K ﹤0.01% 4189
2015
Q4 		– Sell
-15,438
Closed -$530K – 5517
2015
Q3 		$537K Sell
15,438
-8,353
-35% -$345K ﹤0.01% 2823
2015
Q2 		$1.13M Buy
+23,791
New +$1.16M 0.01% 1977
2014
Q4 		– Sell
-200,000
Closed -$10.3M – 5322
2014
Q3 		$10.3M Buy
200,000
+194,329
+3,427% +$10.8M 0.08% 313
2014
Q2 		$355K Buy
5,671
+3,730
+192% +$241K ﹤0.01% 2643
2014
Q1 		$143K Buy
+1,941
New +$133K ﹤0.01% 3685
2013
Q3 		– Sell
-7,449
Closed -$371K – 5637
2013
Q2 		$324 Buy
+7,449
New +$328K ﹤0.01% 3201

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

PEAK6 Group's WDR Position: Q2 2018 in Review

PEAK6 Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 27,551 shares — an estimated $557K sold.

PEAK6 Group first reported a position in WDR in Q2 2013 and held it in 10 quarters. The position peaked at $10.3M in Q3 2014. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

  • PEAK6 Group reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
  • PEAK6 Group sold 27,551 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $557K.
  • PEAK6 Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 10 quarters.
  • PEAK6 Group's Waddell & Reed Financial, Inc. position peaked at $10.3M in Q3 2014.
  • 239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.