QAM
WDR

QCI Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

QCI Asset 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
2013
Q4 		– Sell
-92
Closed -$5K – 547
2013
Q3 		$5K Buy
+92
New +$4.58K ﹤0.01% 397

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

QCI Asset Management's WDR Position: Q4 2013 in Review

QCI Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 92 shares — an estimated $5K sold.

QCI Asset Management first reported a position in WDR in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • QCI Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • QCI Asset Management sold 92 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $5K.
  • QCI Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 1 quarter.
  • QCI Asset Management's Waddell & Reed Financial, Inc. position peaked at $5K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on QCI Asset Management's 13F filing for Q4 2013, filed 13 Feb 2014.