QIM
WDR
Quest Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,000
| Closed | -$250K | – | 235 |
|
|
2014
Q2 | $250K | Sell |
4,000
-2,345
| -37% | -$147K | 0.02% | 194 |
|
|
2014
Q1 | $467K | Sell |
6,345
-245
| -4% | -$18K | 0.04% | 140 |
|
|
2013
Q4 | $429K | Sell |
6,590
-4,155
| -39% | -$270K | 0.04% | 150 |
|
|
2013
Q3 | $553K | Sell |
10,745
-1,370
| -11% | -$70.5K | 0.05% | 123 |
|
|
2013
Q2 | $527K | Buy |
+12,115
| New | +$527K | 0.04% | 113 |
|