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
-115,700
Closed -$2.34M – 5215
2018
Q1 		$2.34M Buy
+115,700
New +$2.44M 0.01% 1252
2017
Q3 		– Sell
-9,500
Closed -$179K – 5270
2017
Q2 		$179K Sell
9,500
-1,600
-14% -$28.1K ﹤0.01% 3445
2017
Q1 		$189K Buy
+11,100
New +$203K ﹤0.01% 3120
2016
Q4 		– Sell
-7,100
Closed -$129K – 5251
2016
Q3 		$129K Buy
+7,100
New +$129K ﹤0.01% 3448
2016
Q2 		– Sell
-3,800
Closed -$89K – 4965
2016
Q1 		$89K Sell
3,800
-6,600
-63% -$160K ﹤0.01% 3657
2015
Q4 		$298K Sell
10,400
-3,000
-22% -$103K ﹤0.01% 3078
2015
Q3 		$466K Sell
13,400
-12,400
-48% -$512K ﹤0.01% 2942
2015
Q2 		$1.22M Buy
+25,800
New +$1.26M 0.01% 1902
2014
Q2 		– Sell
-2,500
Closed -$184K – 5324
2014
Q1 		$184K Buy
+2,500
New +$172K ﹤0.01% 3495
2013
Q3 		– Sell
-10,900
Closed -$474 – 5638
2013
Q2 		$474 Buy
+10,900
New +$480K ﹤0.01% 2848

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.