SCA
WDR

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

SAC Capital 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
2014
Q1 		– Sell
-26,248
Closed -$1.71M – 2047
2013
Q4 		$1.71M Buy
26,248
+18,128
+223% +$1.11M 0.01% 748
2013
Q3 		$418K Buy
+8,120
New +$404K ﹤0.01% 1230

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SAC Capital Advisors's WDR Position: Q1 2014 in Review

SAC Capital Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2014, closing a stake of 26,248 shares — an estimated $1.71M sold.

SAC Capital Advisors first reported a position in WDR in Q3 2013 and held it in 2 quarters. The position peaked at $1.71M in Q4 2013. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • SAC Capital Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 26,248 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $1.71M.
  • SAC Capital Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 2 quarters.
  • SAC Capital Advisors's Waddell & Reed Financial, Inc. position peaked at $1.71M in Q4 2013.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on SAC Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.