Telluride Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Telluride Asset Management’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
2014 Q2	$607K	Buy	+9,700	New	+$628K	0.52%	45

Other funds holding WDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Telluride Asset Management's WDR Position: Q2 2014 in Review

Telluride Asset Management opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q2 2014: 9,700 shares worth $607K. The stake represents 0.52% of the portfolio and ranks #45 among its holdings.

334 funds tracked by Wall St. Rank hold WDR as of Q2 2014.

Telluride Asset Management held 9,700 shares of Waddell & Reed Financial, Inc. worth $607K as of Q2 2014.
Waddell & Reed Financial, Inc. was a new Telluride Asset Management position in Q2 2014.
Waddell & Reed Financial, Inc. made up 0.52% of Telluride Asset Management's portfolio in Q2 2014, its #45 holding.
334 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2014.

Based on Telluride Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.