Ronald Blue & Co’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
2014
Q3
Sell
-3,568
Closed -$223K 359
2014
Q2
$223K Buy
3,568
+310
+10% +$19.4K 0.01% 300
2014
Q1
$240K Buy
3,258
+89
+3% +$6.56K 0.02% 266
2013
Q4
$206K Buy
+3,169
New +$206K 0.02% 280