Penserra Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Penserra Capital Management’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 Q4	–	Sell	-1,092	Closed	-$22K	–	605
2017 Q3	$22K	Sell	1,092 -167	-13%	-$3.21K	0.01%	359
2017 Q2	$23K	Buy	1,259 +29	+2%	+$509	0.01%	346
2017 Q1	$20K	Sell	1,230 -123	-9%	-$2.25K	﹤0.01%	385
2016 Q4	$26K	Buy	1,353 +181	+15%	+$3.37K	﹤0.01%	499
2016 Q3	$21K	Buy	1,172 +322	+38%	+$5.87K	﹤0.01%	492
2016 Q2	$15K	Sell	850 -18	-2%	-$367	﹤0.01%	512
2016 Q1	$20K	Sell	868 -102	-11%	-$2.48K	﹤0.01%	450
2015 Q4	$28K	Buy	+970	New	+$33.3K	﹤0.01%	353

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Penserra Capital Management's WDR Position: Q4 2017 in Review

Penserra Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2017, closing a stake of 1,092 shares — an estimated $22K sold.

Penserra Capital Management first reported a position in WDR in Q4 2015 and held it in 8 quarters. The position peaked at $28K in Q4 2015. 235 funds tracked by Wall St. Rank hold WDR as of Q4 2017.

Penserra Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Penserra Capital Management sold 1,092 Waddell & Reed Financial, Inc. shares in Q4 2017, an estimated $22K.
Penserra Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2015 and held it in 8 quarters.
Penserra Capital Management's Waddell & Reed Financial, Inc. position peaked at $28K in Q4 2015.
235 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2017.

Based on Penserra Capital Management's 13F filing for Q4 2017, filed 7 Feb 2018.