Rational Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Rational Advisors’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
2017 Q2	–	Sell	-2,100	Closed	-$36K	–	369
2017 Q1	$36K	Sell	2,100 -2,100	-50%	-$38.5K	0.02%	215
2016 Q4	$82K	Buy	+4,200	New	+$78.1K	0.08%	179
2015 Q3	$2.07M	Hold	59,500	–	–	0.84%	41
2015 Q2	$2.81M	Sell	59,500 -14,250	-19%	-$695K	0.91%	29
2015 Q1	$3.65M	Buy	73,750 +14,250	+24%	+$682K	0.88%	32
2014 Q4	$2.96M	Buy	+59,500	New	+$2.84M	0.59%	59
2013 Q4	$138K	Sell	2,116 -280	-12%	-$17.1K	0.01%	545
2013 Q3	$123K	Sell	2,396 -43	-2%	-$2.14K	0.01%	602
2013 Q2	$106K	Buy	+2,439	New	+$107K	0.01%	627

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return