PCP
WDR

Perimeter Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Perimeter Capital Partners’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
2013
Q4 		– Sell
-5,214
Closed -$268K – 235
2013
Q3 		$268K Buy
+5,214
New +$259K 0.05% 221

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Perimeter Capital Partners's WDR Position: Q4 2013 in Review

Perimeter Capital Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 5,214 shares — an estimated $268K sold.

Perimeter Capital Partners first reported a position in WDR in Q3 2013 and held it in 1 quarter. The position peaked at $268K in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • Perimeter Capital Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • Perimeter Capital Partners sold 5,214 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $268K.
  • Perimeter Capital Partners first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 1 quarter.
  • Perimeter Capital Partners's Waddell & Reed Financial, Inc. position peaked at $268K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on Perimeter Capital Partners's 13F filing for Q4 2013, filed 10 Feb 2014.