TG
WDR

TCW Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

TCW Group’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
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% +$14.4K ﹤0.01% 603
2015
Q3 		$765K Buy
+22,000
New +$909K 0.01% 575

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

TCW Group's WDR Position: Q3 2016 in Review

TCW Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2016, closing a stake of 22,418 shares — an estimated $386K sold.

TCW Group first reported a position in WDR in Q3 2015 and held it in 4 quarters. The position peaked at $765K in Q3 2015. 238 funds tracked by Wall St. Rank hold WDR as of Q3 2016.

  • TCW Group reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2016 after selling out during the quarter.
  • TCW Group sold 22,418 Waddell & Reed Financial, Inc. shares in Q3 2016, an estimated $386K.
  • TCW Group first reported a position in Waddell & Reed Financial, Inc. in Q3 2015 and held it in 4 quarters.
  • TCW Group's Waddell & Reed Financial, Inc. position peaked at $765K in Q3 2015.
  • 238 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2016.

Based on TCW Group's 13F filing for Q3 2016, filed 14 Nov 2016.