PIA
WDR

Piedmont Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Piedmont Investment Advisors’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
2019
Q2 		– Sell
-19,193
Closed -$332K – 1342
2019
Q1 		$332K Buy
19,193
+565
+3% +$9.96K 0.01% 751
2018
Q4 		$337K Buy
18,628
+291
+2% +$5.67K 0.02% 651
2018
Q3 		$388K Sell
18,337
-744
-4% -$15K 0.02% 648
2018
Q2 		$343K Buy
19,081
+1,311
+7% +$25.5K 0.02% 584
2018
Q1 		$359K Buy
17,770
+634
+4% +$13.4K 0.01% 508
2017
Q4 		$383K Sell
17,136
-1,072
-6% -$21.8K 0.01% 488
2017
Q3 		$365K Buy
18,208
+128
+0.7% +$2.46K 0.01% 506
2017
Q2 		$341K Buy
+18,080
New +$317K 0.01% 519
2014
Q4 		– Sell
-28
Closed -$1.45K – 349
2014
Q3 		$1.45K Sell
28
-41
-59% -$2.28K ﹤0.01% 281
2014
Q2 		$4.32K Buy
69
+43
+165% +$2.78K ﹤0.01% 226
2014
Q1 		$1.91K Hold
26
– – ﹤0.01% 294
2013
Q4 		$1.69K Hold
26
– – ﹤0.01% 303
2013
Q3 		$1.34K Buy
+26
New +$1.29K ﹤0.01% 266

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Piedmont Investment Advisors's WDR Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 19,193 shares — an estimated $332K sold.

Piedmont Investment Advisors first reported a position in WDR in Q3 2013 and held it in 13 quarters. The position peaked at $388K in Q3 2018. 232 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 19,193 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $332K.
  • Piedmont Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 13 quarters.
  • Piedmont Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $388K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.