Tiverton Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.45M | Sell |
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|
2015
Q3 | $27.8M | Hold |
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|
2015
Q2 | $37.8M | Hold |
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|
2015
Q1 | $39.6M | Hold |
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|
2014
Q4 | $39.9M | Hold |
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|
2014
Q3 | $41.4M | Hold |
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|
2014
Q2 | $50.1M | Hold |
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|
2014
Q1 | $58.9M | Hold |
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|
2013
Q4 | $52.1M | Sell |
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|
2013
Q3 | $48.9M | Hold |
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|
2013
Q2 | $41.3M | Buy |
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