Sit Investment Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Sit Investment Associates’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
2014 Q4	–	Sell	-320,700	Closed	-$16.6M	–	453
2014 Q3	$16.6M	Buy	320,700 +16,000	+5%	+$891K	0.29%	107
2014 Q2	$19.1M	Buy	304,700 +27,700	+10%	+$1.79M	0.32%	106
2014 Q1	$20.4M	Hold	277,000	–	–	0.36%	93
2013 Q4	$18M	Buy	277,000 +4,600	+2%	+$281K	0.32%	101
2013 Q3	$14M	Hold	272,400	–	–	0.27%	112
2013 Q2	$11.8M	Buy	+272,400	New	+$12M	0.24%	115

Other funds holding WDR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sit Investment Associates's WDR Position: Q4 2014 in Review

Sit Investment Associates sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2014, closing a stake of 320,700 shares — an estimated $16.6M sold.

Sit Investment Associates first reported a position in WDR in Q2 2013 and held it in 6 quarters. The position peaked at $20.4M in Q1 2014. 315 funds tracked by Wall St. Rank hold WDR as of Q4 2014.

Sit Investment Associates reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2014 after selling out during the quarter.
Sit Investment Associates sold 320,700 Waddell & Reed Financial, Inc. shares in Q4 2014, an estimated $16.6M.
Sit Investment Associates first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 6 quarters.
Sit Investment Associates's Waddell & Reed Financial, Inc. position peaked at $20.4M in Q1 2014.
315 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2014.

Based on Sit Investment Associates's 13F filing for Q4 2014, filed 28 Jan 2015.