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

Secor 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
2017 Q3	–	Sell	-106,929	Closed	-$2.02M	–	577
2017 Q2	$2.02M	Sell	106,929 -12,873	-11%	-$226K	0.18%	180
2017 Q1	$2.04M	Buy	+119,802	New	+$2.19M	0.22%	144
2016 Q1	–	Sell	-9,703	Closed	-$278K	–	795
2015 Q4	$278K	Buy	+9,703	New	+$333K	0.08%	399
2015 Q1	–	Sell	-11,114	Closed	-$554K	–	572
2014 Q4	$554K	Buy	+11,114	New	+$530K	0.23%	161
2014 Q1	–	Sell	-15,987	Closed	-$1.04M	–	413
2013 Q4	$1.04M	Buy	+15,987	New	+$978K	0.42%	76

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Secor Capital Advisors's WDR Position: Q3 2017 in Review

Secor Capital Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2017, closing a stake of 106,929 shares — an estimated $2.02M sold.

Secor Capital Advisors first reported a position in WDR in Q4 2013 and held it in 5 quarters. The position peaked at $2.04M in Q1 2017. 217 funds tracked by Wall St. Rank hold WDR as of Q3 2017.

Secor Capital Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2017 after selling out during the quarter.
Secor Capital Advisors sold 106,929 Waddell & Reed Financial, Inc. shares in Q3 2017, an estimated $2.02M.
Secor Capital Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 5 quarters.
Secor Capital Advisors's Waddell & Reed Financial, Inc. position peaked at $2.04M in Q1 2017.
217 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2017.

Based on Secor Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.