PCM
WDR

Poehling Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Poehling Capital Management’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
2018
Q3 		– Sell
-400
Closed -$7K – 284
2018
Q2 		$7K Sell
400
-235
-37% -$4.57K 0.01% 247
2018
Q1 		$13K Sell
635
-2,775
-81% -$58.6K 0.01% 218
2017
Q4 		$76K Buy
+3,410
New +$69.4K 0.06% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 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 $295B AUM 31.6% 1-Year Est. Return

Poehling Capital Management's WDR Position: Q3 2018 in Review

Poehling Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2018, closing a stake of 400 shares — an estimated $7K sold.

Poehling Capital Management first reported a position in WDR in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 248 funds tracked by Wall St. Rank hold WDR as of Q3 2018.

  • Poehling Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 400 Waddell & Reed Financial, Inc. shares in Q3 2018, an estimated $7K.
  • Poehling Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Waddell & Reed Financial, Inc. position peaked at $76K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.