Teachers Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.76M | Buy |
159,637
+4,444
| +3% | +$76.8K | ﹤0.01% | 1773 |
|
|
2018
Q4 | $2.81M | Buy |
155,193
+1,114
| +0.7% | +$20.1K | ﹤0.01% | 1641 |
|
|
2018
Q3 | $3.26M | Sell |
154,079
-1,141
| -0.7% | -$24.2K | ﹤0.01% | 1710 |
|
|
2018
Q2 | $2.79M | Buy |
155,220
+4,457
| +3% | +$80.1K | ﹤0.01% | 1750 |
|
|
2018
Q1 | $3.05M | Hold |
150,763
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q4 | $3.37M | Buy |
150,763
+1,473
| +1% | +$32.9K | ﹤0.01% | 1551 |
|
|
2017
Q3 | $3M | Sell |
149,290
-1,234
| -0.8% | -$24.8K | ﹤0.01% | 1608 |
|
|
2017
Q2 | $2.84M | Buy |
150,524
+2,120
| +1% | +$40K | ﹤0.01% | 1617 |
|
|
2017
Q1 | $2.52M | Buy |
148,404
+8,226
| +6% | +$140K | ﹤0.01% | 1651 |
|
|
2016
Q4 | $2.74M | Buy |
140,178
+1,601
| +1% | +$31.2K | ﹤0.01% | 1603 |
|
|
2016
Q3 | $2.52M | Buy |
138,577
+11,988
| +9% | +$218K | ﹤0.01% | 1575 |
|
|
2016
Q2 | $2.18M | Buy |
126,589
+62,057
| +96% | +$1.07M | ﹤0.01% | 1609 |
|
|
2016
Q1 | $1.52M | Hold |
64,532
| – | – | ﹤0.01% | 1735 |
|
|
2015
Q4 | $1.85M | Hold |
64,532
| – | – | ﹤0.01% | 1640 |
|
|
2015
Q3 | $2.24M | Buy |
64,532
+3,296
| +5% | +$115K | ﹤0.01% | 1507 |
|
|
2015
Q2 | $2.9M | Buy |
61,236
+309
| +0.5% | +$14.6K | 0.01% | 1452 |
|
|
2015
Q1 | $3.02M | Buy |
60,927
+975
| +2% | +$48.3K | 0.01% | 1401 |
|
|
2014
Q4 | $2.99M | Sell |
59,952
-14,401
| -19% | -$718K | 0.01% | 1377 |
|
|
2014
Q3 | $3.84M | Sell |
74,353
-37,946
| -34% | -$1.96M | 0.01% | 1231 |
|
|
2014
Q2 | $7.03M | Sell |
112,299
-25,636
| -19% | -$1.6M | 0.01% | 1002 |
|
|
2014
Q1 | $10.2M | Buy |
137,935
+80,093
| +138% | +$5.9M | 0.02% | 811 |
|
|
2013
Q4 | $3.77M | Sell |
57,842
-116
| -0.2% | -$7.56K | 0.01% | 1205 |
|
|
2013
Q3 | $2.98M | Buy |
57,958
+313
| +0.5% | +$16.1K | 0.01% | 1257 |
|
|
2013
Q2 | $2.51M | Buy |
+57,645
| New | +$2.51M | 0.01% | 1297 |
|