PP
WDR

Prudential plc’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Prudential plc’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 		– Sell
-154,449
Closed -$7.98M – 517
2014
Q3 		$7.98M Sell
154,449
-41,788
-21% -$2.33M 0.03% 267
2014
Q2 		$12.3M Sell
196,237
-78,415
-29% -$5.07M 0.05% 223
2014
Q1 		$20.2M Sell
274,652
-95,133
-26% -$6.54M 0.09% 187
2013
Q4 		$24.1M Sell
369,785
-39,215
-10% -$2.4M 0.1% 190
2013
Q3 		$21.1M Hold
409,000
– – 0.11% 181
2013
Q2 		$17.8M Buy
+409,000
New +$18M 0.1% 165

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Prudential plc's WDR Position: Q4 2014 in Review

Prudential plc sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 154,449 shares — an estimated $7.98M sold.

Prudential plc first reported a position in WDR in Q2 2013 and held it in 6 quarters. The position peaked at $24.1M in Q4 2013. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

  • Prudential plc reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
  • Prudential plc sold 154,449 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $7.98M.
  • Prudential plc first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 6 quarters.
  • Prudential plc's Waddell & Reed Financial, Inc. position peaked at $24.1M in Q4 2013.
  • 315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Prudential plc's 13F filing for Q4 2014, filed 13 Feb 2015.