TCW Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-22,418
| Closed | -$386K | – | 690 |
|
|
2016
Q2 | $386K | Hold |
22,418
| – | – | ﹤0.01% | 639 |
|
|
2016
Q1 | $528K | Hold |
22,418
| – | – | ﹤0.01% | 621 |
|
|
2015
Q4 | $642K | Buy |
22,418
+418
| +2% | +$12K | ﹤0.01% | 603 |
|
|
2015
Q3 | $765K | Buy |
+22,000
| New | +$765K | 0.01% | 575 |
|