Proficio Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-196	Closed	-$3K	–	1826
2019 Q2	$3K	Buy	196 +139	+244%	+$2.42K	﹤0.01%	1470
2019 Q1	$1K	Hold	57	–	–	﹤0.01%	1657
2018 Q4	$1K	Buy	57 +30	+111%	+$584	﹤0.01%	1166
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1230
2018 Q2	$0	Hold	27	–	–	﹤0.01%	1358
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	1253
2017 Q4	$1K	Sell	27 -10	-27%	-$204	﹤0.01%	1250
2017 Q3	$1K	Hold	37	–	–	﹤0.01%	1249
2017 Q2	$1K	Sell	37 -15	-29%	-$263	﹤0.01%	1246
2017 Q1	$1K	Hold	52	–	–	﹤0.01%	1276
2016 Q4	$1K	Buy	52 +6	+13%	+$112	﹤0.01%	1084
2016 Q3	$1K	Buy	+46	New	+$838	﹤0.01%	1050
2016 Q2	–	Sell	-21	Closed	–	–	1209
2016 Q1	$0	Buy	+21	New	+$510	﹤0.01%	1194

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Proficio Capital Partners's WDR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 196 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in WDR in Q1 2016 and held it in 13 quarters. The position peaked at $3K in Q2 2019. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

Proficio Capital Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 196 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $3K.
Proficio Capital Partners first reported a position in Waddell & Reed Financial, Inc. in Q1 2016 and held it in 13 quarters.
Proficio Capital Partners's Waddell & Reed Financial, Inc. position peaked at $3K in Q2 2019.
234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.