Simplex Trading’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,818
| Closed | -$104K | – | 8877 |
|
|
2020
Q2 | $105K | Buy |
+6,818
| New | +$93.5K | ﹤0.01% | 4744 |
|
|
2019
Q1 | – | Sell |
-2,159
| Closed | -$38K | – | 8198 |
|
|
2018
Q4 | $39K | Sell |
2,159
-1,240
| -36% | -$24.2K | ﹤0.01% | 4776 |
|
|
2018
Q3 | $71K | Sell |
3,399
-6,693
| -66% | -$135K | ﹤0.01% | 4806 |
|
|
2018
Q2 | $181K | Buy |
10,092
+7,329
| +265% | +$143K | ﹤0.01% | 3614 |
|
|
2018
Q1 | $55K | Sell |
2,763
-28,897
| -91% | -$611K | ﹤0.01% | 2347 |
|
|
2017
Q4 | $707K | Buy |
31,660
+24,820
| +363% | +$505K | 0.03% | 539 |
|
|
2017
Q3 | $137K | Sell |
6,840
-3,307
| -33% | -$63.6K | 0.01% | 1472 |
|
|
2017
Q2 | $191K | Sell |
10,147
-5,287
| -34% | -$92.8K | 0.01% | 1232 |
|
|
2017
Q1 | $262K | Buy |
15,434
+3,655
| +31% | +$66.9K | 0.01% | 1052 |
|
|
2016
Q4 | $229K | Sell |
11,779
-4,571
| -28% | -$85K | 0.01% | 953 |
|
|
2016
Q3 | $296K | Buy |
+16,350
| New | +$298K | 0.02% | 785 |
|
|
2015
Q3 | – | Sell |
-43
| Closed | -$1.78K | – | 6463 |
|
|
2015
Q2 | $2K | Buy |
+43
| New | +$2.1K | ﹤0.01% | 4429 |
|
Other funds holding WDR
Simplex Trading's WDR Position: Q3 2020 in Review
Simplex Trading sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2020, closing a stake of 6,818 shares — an estimated $104K sold.
Simplex Trading first reported a position in WDR in Q2 2015 and held it in 12 quarters. The position peaked at $707K in Q4 2017. 214 funds tracked by Wall St. Rank hold WDR as of Q3 2020.
- Simplex Trading reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2020 after selling out during the quarter.
- Simplex Trading sold 6,818 Waddell & Reed Financial, Inc. shares in Q3 2020, an estimated $104K.
- Simplex Trading first reported a position in Waddell & Reed Financial, Inc. in Q2 2015 and held it in 12 quarters.
- Simplex Trading's Waddell & Reed Financial, Inc. position peaked at $707K in Q4 2017.
- 214 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2020.
Based on Simplex Trading's 13F filing for Q3 2020, filed 14 Oct 2020.