People's United Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,500
| Closed | -$179K | – | 981 |
|
|
2017
Q2 | $179K | Sell |
9,500
-5,372
| -36% | -$101K | 0.01% | 622 |
|
|
2017
Q1 | $253K | Buy |
14,872
+1,375
| +10% | +$23.4K | 0.01% | 572 |
|
|
2016
Q4 | $263K | Sell |
13,497
-873
| -6% | -$17K | 0.01% | 550 |
|
|
2016
Q3 | $261K | Buy |
14,370
+1,725
| +14% | +$31.3K | 0.01% | 405 |
|
|
2016
Q2 | $218K | Buy |
12,645
+2,565
| +25% | +$44.2K | 0.01% | 414 |
|
|
2016
Q1 | $237K | Buy |
10,080
+4,025
| +66% | +$94.6K | 0.01% | 418 |
|
|
2015
Q4 | $174K | Buy |
6,055
+2,145
| +55% | +$61.6K | 0.01% | 457 |
|
|
2015
Q3 | $136K | Buy |
3,910
+972
| +33% | +$33.8K | 0.01% | 463 |
|
|
2015
Q2 | $139K | Buy |
2,938
+2,197
| +296% | +$104K | 0.01% | 467 |
|
|
2015
Q1 | $37K | Sell |
741
-3,647
| -83% | -$182K | ﹤0.01% | 586 |
|
|
2014
Q4 | $218K | Sell |
4,388
-5,104
| -54% | -$254K | 0.01% | 431 |
|
|
2014
Q3 | $491K | Sell |
9,492
-7,922
| -45% | -$410K | 0.03% | 350 |
|
|
2014
Q2 | $1.09M | Buy |
17,414
+661
| +4% | +$41.4K | 0.06% | 240 |
|
|
2014
Q1 | $1.23M | Sell |
16,753
-321
| -2% | -$23.6K | 0.07% | 199 |
|
|
2013
Q4 | $1.11M | Buy |
17,074
+1,934
| +13% | +$126K | 0.06% | 206 |
|
|
2013
Q3 | $779K | Buy |
15,140
+2,481
| +20% | +$128K | 0.05% | 222 |
|
|
2013
Q2 | $551K | Buy |
+12,659
| New | +$551K | 0.04% | 249 |
|