SAM
WDR

Securian Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Securian Asset Management’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
-10,790
Closed -$183K – 985
2017
Q1 		$183K Buy
10,790
+498
+5% +$9.12K ﹤0.01% 969
2016
Q4 		$201K Buy
10,292
+210
+2% +$3.91K 0.01% 969
2016
Q3 		$183K Buy
10,082
+213
+2% +$3.88K 0.01% 959
2016
Q2 		$170K Sell
9,869
-1,152
-10% -$23.5K ﹤0.01% 962
2016
Q1 		$259K Buy
11,021
+142
+1% +$3.45K 0.01% 907
2015
Q4 		$312K Sell
10,879
-776
-7% -$26.7K 0.01% 857
2015
Q3 		$405K Sell
11,655
-255
-2% -$10.5K 0.01% 773
2015
Q2 		$563K Hold
11,910
– – 0.02% 704
2015
Q1 		$590K Buy
11,910
+221
+2% +$10.6K 0.02% 708
2014
Q4 		$582K Sell
11,689
-252
-2% -$12K 0.02% 692
2014
Q3 		$617K Hold
11,941
– – 0.02% 641
2014
Q2 		$747K Sell
11,941
-302
-2% -$19.5K 0.03% 579
2014
Q1 		$901K Sell
12,243
-100
-0.8% -$6.87K 0.03% 477
2013
Q4 		$804K Sell
12,343
-417
-3% -$25.5K 0.03% 522
2013
Q3 		$657K Sell
12,760
-105
-0.8% -$5.22K 0.03% 588
2013
Q2 		$560K Buy
+12,865
New +$567K 0.02% 625

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Securian Asset Management's WDR Position: Q2 2017 in Review

Securian Asset Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 10,790 shares — an estimated $183K sold.

Securian Asset Management first reported a position in WDR in Q2 2013 and held it in 16 quarters. The position peaked at $901K in Q1 2014. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Securian Asset Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Securian Asset Management sold 10,790 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $183K.
  • Securian Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 16 quarters.
  • Securian Asset Management's Waddell & Reed Financial, Inc. position peaked at $901K in Q1 2014.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Securian Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.