SMA
WDR

Simply Money Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-204
Closed -$9K – 388
2013
Q2 		$9K Buy
+204
New +$8.99K ﹤0.01% 179

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simply Money Advisors's WDR Position: Q3 2013 in Review

Simply Money Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2013, closing a stake of 204 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in WDR in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

  • Simply Money Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 204 Waddell & Reed Financial, Inc. shares in Q3 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Waddell & Reed Financial, Inc. position peaked at $9K in Q2 2013.
  • 297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.