Putnam Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-230,800
| Closed | -$4.63M | – | 1210 |
|
|
2017
Q3 | $4.63M | Buy |
230,800
+210,500
| +1,037% | +$4.22M | 0.01% | 533 |
|
|
2017
Q2 | $383K | Buy |
+20,300
| New | +$383K | ﹤0.01% | 1002 |
|
|
2016
Q1 | – | Sell |
-83,911
| Closed | -$2.41M | – | 1478 |
|
|
2015
Q4 | $2.41M | Sell |
83,911
-350
| -0.4% | -$10K | 0.01% | 925 |
|
|
2015
Q3 | $2.93M | Sell |
84,261
-860
| -1% | -$29.9K | 0.01% | 875 |
|
|
2015
Q2 | $4.03M | Sell |
85,121
-19,400
| -19% | -$918K | 0.01% | 815 |
|
|
2015
Q1 | $5.18M | Sell |
104,521
-490
| -0.5% | -$24.3K | 0.01% | 773 |
|
|
2014
Q4 | $5.23M | Sell |
105,011
-1,790
| -2% | -$89.2K | 0.01% | 761 |
|
|
2014
Q3 | $5.52M | Buy |
106,801
+4,190
| +4% | +$217K | 0.01% | 728 |
|
|
2014
Q2 | $6.42M | Sell |
102,611
-1,935
| -2% | -$121K | 0.01% | 676 |
|
|
2014
Q1 | $7.7M | Sell |
104,546
-4,225
| -4% | -$311K | 0.02% | 568 |
|
|
2013
Q4 | $7.08M | Sell |
108,771
-15,500
| -12% | -$1.01M | 0.02% | 594 |
|
|
2013
Q3 | $6.4M | Hold |
124,271
| – | – | 0.02% | 602 |
|
|
2013
Q2 | $5.41M | Buy |
+124,271
| New | +$5.41M | 0.02% | 648 |
|