SCM
WDR

Sterling Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Sterling Capital Management’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
2018
Q2 		– Sell
-61,908
Closed -$1.25M – 914
2018
Q1 		$1.25M Buy
+61,908
New +$1.31M 0.01% 538
2014
Q3 		– Sell
-22,955
Closed -$1.44M – 974
2014
Q2 		$1.44M Buy
+22,955
New +$1.49M 0.01% 488

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Sterling Capital Management's WDR Position: Q2 2018 in Review

Sterling Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2018, closing a stake of 61,908 shares — an estimated $1.25M sold.

Sterling Capital Management first reported a position in WDR in Q2 2014 and held it in 2 quarters. The position peaked at $1.44M in Q2 2014. 239 funds tracked by Wall St. Rank hold WDR as of Q2 2018.

  • Sterling Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2018 after selling out during the quarter.
  • Sterling Capital Management sold 61,908 Waddell & Reed Financial, Inc. shares in Q2 2018, an estimated $1.25M.
  • Sterling Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2014 and held it in 2 quarters.
  • Sterling Capital Management's Waddell & Reed Financial, Inc. position peaked at $1.44M in Q2 2014.
  • 239 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2018.

Based on Sterling Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.