RA
WDR

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rational Advisors's WDR Position: Q2 2017 in Review

Rational Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 2,100 shares — an estimated $36K sold.

Rational Advisors first reported a position in WDR in Q2 2013 and held it in 9 quarters. The position peaked at $3.65M in Q1 2015. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Rational Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 2,100 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $36K.
  • Rational Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 9 quarters.
  • Rational Advisors's Waddell & Reed Financial, Inc. position peaked at $3.65M in Q1 2015.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.