Securian Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,790
| Closed | -$183K | – | 986 |
|
|
2017
Q1 | $183K | Buy |
10,790
+498
| +5% | +$8.45K | ﹤0.01% | 969 |
|
|
2016
Q4 | $201K | Buy |
10,292
+210
| +2% | +$4.1K | 0.01% | 969 |
|
|
2016
Q3 | $183K | Buy |
10,082
+213
| +2% | +$3.87K | 0.01% | 959 |
|
|
2016
Q2 | $170K | Sell |
9,869
-1,152
| -10% | -$19.8K | ﹤0.01% | 962 |
|
|
2016
Q1 | $259K | Buy |
11,021
+142
| +1% | +$3.34K | 0.01% | 907 |
|
|
2015
Q4 | $312K | Sell |
10,879
-776
| -7% | -$22.3K | 0.01% | 857 |
|
|
2015
Q3 | $405K | Sell |
11,655
-255
| -2% | -$8.86K | 0.01% | 773 |
|
|
2015
Q2 | $563K | Hold |
11,910
| – | – | 0.02% | 704 |
|
|
2015
Q1 | $590K | Buy |
11,910
+221
| +2% | +$10.9K | 0.02% | 708 |
|
|
2014
Q4 | $582K | Sell |
11,689
-252
| -2% | -$12.5K | 0.02% | 678 |
|
|
2014
Q3 | $617K | Hold |
11,941
| – | – | 0.02% | 641 |
|
|
2014
Q2 | $747K | Sell |
11,941
-302
| -2% | -$18.9K | 0.03% | 579 |
|
|
2014
Q1 | $901K | Sell |
12,243
-100
| -0.8% | -$7.36K | 0.03% | 477 |
|
|
2013
Q4 | $804K | Sell |
12,343
-417
| -3% | -$27.2K | 0.03% | 522 |
|
|
2013
Q3 | $657K | Sell |
12,760
-105
| -0.8% | -$5.41K | 0.03% | 588 |
|
|
2013
Q2 | $560K | Buy |
+12,865
| New | +$560K | 0.02% | 625 |
|