Sit Investment Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-320,700
| Closed | -$16.6M | – | 453 |
|
|
2014
Q3 | $16.6M | Buy |
320,700
+16,000
| +5% | +$827K | 0.29% | 107 |
|
|
2014
Q2 | $19.1M | Buy |
304,700
+27,700
| +10% | +$1.73M | 0.32% | 106 |
|
|
2014
Q1 | $20.4M | Hold |
277,000
| – | – | 0.36% | 93 |
|
|
2013
Q4 | $18M | Buy |
277,000
+4,600
| +2% | +$300K | 0.32% | 101 |
|
|
2013
Q3 | $14M | Hold |
272,400
| – | – | 0.27% | 112 |
|
|
2013
Q2 | $11.8M | Buy |
+272,400
| New | +$11.8M | 0.24% | 115 |
|