Placemark Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Placemark Investments’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
2014 Q4	$475K	Buy	9,558 +76	+0.8%	+$3.63K	0.01%	1200
2014 Q3	$488K	Sell	9,482 -15,337	-62%	-$854K	0.01%	1177
2014 Q2	$1.55M	Buy	24,819 +3,634	+17%	+$235K	0.03%	673
2014 Q1	$1.56M	Buy	21,185 +302	+1%	+$20.7K	0.03%	624
2013 Q4	$1.36M	Buy	20,883 +1,563	+8%	+$95.6K	0.02%	724
2013 Q3	$995K	Buy	19,320 +2,331	+14%	+$116K	0.02%	803
2013 Q2	$739K	Buy	+16,989	New	+$749K	0.02%	882

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Placemark Investments's WDR Position: Q4 2014 in Review

Placemark Investments increased its Waddell & Reed Financial, Inc. (WDR) stake by 0.8% in Q4 2014, buying an estimated $3.63K and bringing the position to 9,558 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #1200.

Placemark Investments first reported a position in WDR in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

Placemark Investments held 9,558 shares of Waddell & Reed Financial, Inc. worth $475K as of Q4 2014.
Placemark Investments bought 76 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $3.63K.
Waddell & Reed Financial, Inc. made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1200 holding.
Placemark Investments first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Waddell & Reed Financial, Inc. position peaked at $1.56M in Q1 2014.
315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.