TCP
WDR

TAMRO Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History

TAMRO Capital Partners’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
2013
Q3 		– Sell
-762,650
Closed -$33.2M – 123
2013
Q2 		$33.2M Buy
+762,650
New +$33.6M 1.48% 42

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TAMRO Capital Partners's WDR Position: Q3 2013 in Review

TAMRO Capital Partners sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2013, closing a stake of 762,650 shares — an estimated $33.2M sold.

TAMRO Capital Partners first reported a position in WDR in Q2 2013 and held it in 1 quarter. The position peaked at $33.2M in Q2 2013. 297 funds tracked by Wall St. Rank hold WDR as of Q3 2013.

  • TAMRO Capital Partners reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2013 after selling out during the quarter.
  • TAMRO Capital Partners sold 762,650 Waddell & Reed Financial, Inc. shares in Q3 2013, an estimated $33.2M.
  • TAMRO Capital Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 1 quarter.
  • TAMRO Capital Partners's Waddell & Reed Financial, Inc. position peaked at $33.2M in Q2 2013.
  • 297 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2013.

Based on TAMRO Capital Partners's 13F filing for Q3 2013, filed 7 Nov 2013.