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
-23,100
Closed -$467K – 5213
2018
Q1 		$467K Buy
+23,100
New +$488K ﹤0.01% 2627
2017
Q4 		– Sell
-15,400
Closed -$309K – 5069
2017
Q3 		$309K Sell
15,400
-113,500
-88% -$2.18M ﹤0.01% 2953
2017
Q2 		$2.43M Buy
128,900
+93,900
+268% +$1.65M 0.01% 1183
2017
Q1 		$595K Sell
35,000
-59,700
-63% -$1.09M ﹤0.01% 2120
2016
Q4 		$1.85M Buy
+94,700
New +$1.76M 0.01% 1377
2016
Q2 		– Sell
-9,100
Closed -$214K – 4963
2016
Q1 		$214K Buy
9,100
+100
+1% +$2.43K ﹤0.01% 3079
2015
Q4 		$258K Buy
+9,000
New +$309K ﹤0.01% 3215
2015
Q3 		– Sell
-600
Closed -$28K – 5778
2015
Q2 		$28K Buy
+600
New +$29.2K ﹤0.01% 4737
2014
Q4 		– Sell
-5,500
Closed -$284K – 5321
2014
Q3 		$284K Buy
5,500
+1,400
+34% +$78K ﹤0.01% 2988
2014
Q2 		$257K Sell
4,100
-800
-16% -$51.8K ﹤0.01% 2965
2014
Q1 		$361K Buy
+4,900
New +$337K ﹤0.01% 2850
2013
Q4 		– Sell
-105,400
Closed -$2.72M – 5654
2013
Q3 		$2.72M Buy
105,400
+20,700
+24% +$1.03M 0.02% 1276
2013
Q2 		$3.68K Buy
+84,700
New +$3.73M 0.01% 1015

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.