STA
WDR

Summit Trail Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-80
Closed -$2K – 1904
2017
Q4 		$2K Buy
+80
New +$1.63K ﹤0.01% 1711

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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 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

Summit Trail Advisors's WDR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2018, closing a stake of 80 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in WDR in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 252 funds tracked by Wall St. Rank hold WDR as of Q1 2018.

  • Summit Trail Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 80 Waddell & Reed Financial, Inc. shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Waddell & Reed Financial, Inc. position peaked at $2K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.