PCM
WDR

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

Prana 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
Q2 		– Sell
-385,887
Closed -$7.8M – 59
2018
Q1 		$7.8M Buy
+385,887
New +$8.15M 2.29% 18

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Prana Capital Management's WDR Position: Q2 2018 in Review

Prana Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 385,887 shares — an estimated $7.8M sold.

Prana Capital Management first reported a position in WDR in Q1 2018 and held it in 1 quarter. The position peaked at $7.8M in Q1 2018. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

  • Prana Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
  • Prana Capital Management sold 385,887 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $7.8M.
  • Prana Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q1 2018 and held it in 1 quarter.
  • Prana Capital Management's Waddell & Reed Financial, Inc. position peaked at $7.8M in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on Prana Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.