PSUF
WDR

People's United Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History

People's United Financial’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
Q3 		– Sell
-9,500
Closed -$179K – 981
2017
Q2 		$179K Sell
9,500
-5,372
-36% -$94.3K 0.01% 622
2017
Q1 		$253K Buy
14,872
+1,375
+10% +$25.2K 0.01% 572
2016
Q4 		$263K Sell
13,497
-873
-6% -$16.2K 0.01% 550
2016
Q3 		$261K Buy
14,370
+1,725
+14% +$31.4K 0.01% 405
2016
Q2 		$218K Buy
12,645
+2,565
+25% +$52.4K 0.01% 414
2016
Q1 		$237K Buy
10,080
+4,025
+66% +$97.8K 0.01% 418
2015
Q4 		$174K Buy
6,055
+2,145
+55% +$73.7K 0.01% 457
2015
Q3 		$136K Buy
3,910
+972
+33% +$40.2K 0.01% 463
2015
Q2 		$139K Buy
2,938
+2,197
+296% +$107K 0.01% 467
2015
Q1 		$37K Sell
741
-3,647
-83% -$174K ﹤0.01% 586
2014
Q4 		$218K Sell
4,388
-5,104
-54% -$244K 0.01% 431
2014
Q3 		$491K Sell
9,492
-7,922
-45% -$441K 0.03% 350
2014
Q2 		$1.09M Buy
17,414
+661
+4% +$42.8K 0.06% 240
2014
Q1 		$1.23M Sell
16,753
-321
-2% -$22.1K 0.07% 199
2013
Q4 		$1.11M Buy
17,074
+1,934
+13% +$118K 0.06% 206
2013
Q3 		$779K Buy
15,140
+2,481
+20% +$123K 0.05% 222
2013
Q2 		$551K Buy
+12,659
New +$558K 0.04% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

People's United Financial's WDR Position: Q3 2017 in Review

People's United Financial sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 9,500 shares — an estimated $179K sold.

People's United Financial first reported a position in WDR in Q2 2013 and held it in 17 quarters. The position peaked at $1.23M in Q1 2014. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

  • People's United Financial reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 9,500 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $179K.
  • People's United Financial first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 17 quarters.
  • People's United Financial's Waddell & Reed Financial, Inc. position peaked at $1.23M in Q1 2014.
  • 217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.