Santa Fe Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-24,004
| Closed | -$687K | – | 353 |
|
|
2015
Q4 | $687K | Buy |
24,004
+6,658
| +38% | +$191K | 0.11% | 300 |
|
|
2015
Q3 | $604K | Sell |
17,346
-5,864
| -25% | -$204K | 0.08% | 329 |
|
|
2015
Q2 | $1.1M | Sell |
23,210
-47,873
| -67% | -$2.26M | 0.15% | 264 |
|
|
2015
Q1 | $3.52M | Buy |
71,083
+24,174
| +52% | +$1.2M | 0.43% | 62 |
|
|
2014
Q4 | $2.34M | Buy |
46,909
+1,108
| +2% | +$55.2K | 0.29% | 130 |
|
|
2014
Q3 | $2.37M | Buy |
45,801
+1,985
| +5% | +$103K | 0.37% | 79 |
|
|
2014
Q2 | $2.74M | Buy |
43,816
+16,274
| +59% | +$1.02M | 0.41% | 72 |
|
|
2014
Q1 | $2.03M | Buy |
+27,542
| New | +$2.03M | 0.29% | 154 |
|
|
2013
Q4 | – | Sell |
-7,423
| Closed | -$381K | – | 594 |
|
|
2013
Q3 | $381K | Buy |
+7,423
| New | +$381K | 0.07% | 352 |
|