Tocqueville Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,600
| Closed | -$228K | – | 1016 |
|
|
2015
Q1 | $228K | Hold |
4,600
| – | – | ﹤0.01% | 878 |
|
|
2014
Q4 | $229K | Sell |
4,600
-52
| -1% | -$2.59K | ﹤0.01% | 878 |
|
|
2014
Q3 | $240K | Sell |
4,652
-1,400
| -23% | -$72.2K | ﹤0.01% | 779 |
|
|
2014
Q2 | $379K | Sell |
6,052
-56
| -0.9% | -$3.51K | ﹤0.01% | 796 |
|
|
2014
Q1 | $450K | Sell |
6,108
-57
| -0.9% | -$4.2K | 0.01% | 600 |
|
|
2013
Q4 | $401K | Buy |
6,165
+109
| +2% | +$7.09K | 0.01% | 633 |
|
|
2013
Q3 | $312K | Hold |
6,056
| – | – | ﹤0.01% | 764 |
|
|
2013
Q2 | $263K | Buy |
+6,056
| New | +$263K | ﹤0.01% | 814 |
|