SB
WDR
Suntrust Banks’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-66,904
| Closed | -$1.21M | – | 1648 |
|
|
2016
Q3 | $1.21M | Hold |
66,904
| – | – | 0.01% | 704 |
|
|
2016
Q2 | $1.15M | Hold |
66,904
| – | – | 0.01% | 685 |
|
|
2016
Q1 | $1.57M | Hold |
66,904
| – | – | 0.01% | 540 |
|
|
2015
Q4 | $1.92M | Hold |
66,904
| – | – | 0.01% | 477 |
|
|
2015
Q3 | $2.33M | Sell |
66,904
-1,084
| -2% | -$37.7K | 0.02% | 386 |
|
|
2015
Q2 | $3.22M | Hold |
67,988
| – | – | 0.02% | 323 |
|
|
2015
Q1 | $3.37M | Sell |
67,988
-60,000
| -47% | -$2.97M | 0.02% | 311 |
|
|
2014
Q4 | $6.38M | Sell |
127,988
-492
| -0.4% | -$24.5K | 0.04% | 219 |
|
|
2014
Q3 | $6.64M | Sell |
128,480
-849
| -0.7% | -$43.9K | 0.05% | 215 |
|
|
2014
Q2 | $8.09M | Sell |
129,329
-13,887
| -10% | -$869K | 0.06% | 206 |
|
|
2014
Q1 | $10.5M | Buy |
143,216
+2,018
| +1% | +$149K | 0.04% | 354 |
|
|
2013
Q4 | $9.19M | Buy |
141,198
+1,213
| +0.9% | +$79K | 0.04% | 376 |
|
|
2013
Q3 | $7.2M | Buy |
139,985
+120
| +0.1% | +$6.18K | 0.03% | 394 |
|
|
2013
Q2 | $6.08M | Buy |
+139,865
| New | +$6.08M | 0.03% | 401 |
|