TI
WDR

Telemetry Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Telemetry Investments’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
-11,318
Closed -$195K – 131
2016
Q2 		$195K Buy
+11,318
New +$231K 0.1% 96
2015
Q2 		– Sell
-7,881
Closed -$390K – 238
2015
Q1 		$390K Buy
+7,881
New +$377K 0.22% 92

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

Telemetry Investments's WDR Position: Q3 2016 in Review

Telemetry Investments sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2016, closing a stake of 11,318 shares — an estimated $195K sold.

Telemetry Investments first reported a position in WDR in Q1 2015 and held it in 2 quarters. The position peaked at $390K in Q1 2015. 238 funds tracked by Wall St. Rank hold WDR as of Q3 2016.

  • Telemetry Investments reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2016 after selling out during the quarter.
  • Telemetry Investments sold 11,318 Waddell & Reed Financial, Inc. shares in Q3 2016, an estimated $195K.
  • Telemetry Investments first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 2 quarters.
  • Telemetry Investments's Waddell & Reed Financial, Inc. position peaked at $390K in Q1 2015.
  • 238 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2016.

Based on Telemetry Investments's 13F filing for Q3 2016, filed 14 Nov 2016.