SCM
WDR

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

Stux 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
2014
Q2 		$1.98M Buy
31,600
+27,400
+652% +$1.77M 0.26% 129
2014
Q1 		$309K Sell
4,200
-600
-13% -$41.2K 0.04% 360
2013
Q4 		$313K Sell
4,800
-2,800
-37% -$171K 0.04% 336
2013
Q3 		$391K Buy
7,600
+200
+3% +$9.95K 0.05% 275
2013
Q2 		$322K Buy
+7,400
New +$326K 0.04% 315

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stux Capital Management's WDR Position: Q2 2014 in Review

Stux Capital Management increased its Waddell & Reed Financial, Inc. (WDR) stake by 652% in Q2 2014, buying an estimated $1.77M and bringing the position to 31,600 shares worth $1.98M. The position accounts for 0.26% of the portfolio, ranked #129.

Stux Capital Management first reported a position in WDR in Q2 2013 and has held it in 5 quarters since. 334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

  • Stux Capital Management held 31,600 shares of Waddell & Reed Financial, Inc. worth $1.98M as of Q2 2014.
  • Stux Capital Management bought 27,400 Waddell & Reed Financial, Inc. shares in Q2 2014, an estimated $1.77M.
  • Waddell & Reed Financial, Inc. made up 0.26% of Stux Capital Management's portfolio in Q2 2014, its #129 holding.
  • Stux Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and has held it in 5 quarters since.
  • 334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.