Stone Toro Investment Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Stone Toro Investment Advisers’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
2015 Q1	$221K	Buy	+4,465	New	+$214K	2.22%	17

Other funds holding WDR

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stone Toro Investment Advisers's WDR Position: Q1 2015 in Review

Stone Toro Investment Advisers opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q1 2015: 4,465 shares worth $221K. The stake represents 2.22% of the portfolio and ranks #17 among its holdings.

296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

Stone Toro Investment Advisers held 4,465 shares of Waddell & Reed Financial, Inc. worth $221K as of Q1 2015.
Waddell & Reed Financial, Inc. was a new Stone Toro Investment Advisers position in Q1 2015.
Waddell & Reed Financial, Inc. made up 2.22% of Stone Toro Investment Advisers's portfolio in Q1 2015, its #17 holding.
296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.