PFPT
WDR

Pinnacle Financial Partners (Tennessee)’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-160
Closed -$8K – 211
2013
Q3 		$8K Hold
160
– – ﹤0.01% 177
2013
Q2 		$7K Buy
+160
New +$7.05K ﹤0.01% 173

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 22.03% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s WDR Position: Q4 2013 in Review

Pinnacle Financial Partners (Tennessee) sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 160 shares — an estimated $8K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in WDR in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 160 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $8K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Waddell & Reed Financial, Inc. position peaked at $8K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2013, filed 10 Feb 2014.