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WDR

Spot Trading’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Spot Trading’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
2017
Q3 		$203K Buy
+10,100
New +$194K ﹤0.01% 2216

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spot Trading's WDR Position: Q4 2013 in Review

Spot Trading sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 4,478 shares — an estimated $231K sold.

Spot Trading first reported a position in WDR in Q3 2013 and held it in 1 quarter. The position peaked at $231K in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • Spot Trading reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • Spot Trading sold 4,478 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $231K.
  • Spot Trading first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 1 quarter.
  • Spot Trading's Waddell & Reed Financial, Inc. position peaked at $231K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on Spot Trading's 13F filing for Q4 2013, filed 3 Feb 2014.