TCOV
WDR

Trust Company of Vermont’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Trust Company of Vermont’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
2015
Q1 		– Sell
-65
Closed -$3K – 809
2014
Q4 		$3K Hold
65
– – ﹤0.01% 771
2014
Q3 		$3K Buy
+65
New +$3.62K ﹤0.01% 764

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Trust Company of Vermont's WDR Position: Q1 2015 in Review

Trust Company of Vermont sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 65 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in WDR in Q3 2014 and held it in 2 quarters. The position peaked at $3K in Q4 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • Trust Company of Vermont reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • Trust Company of Vermont sold 65 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $3K.
  • Trust Company of Vermont first reported a position in Waddell & Reed Financial, Inc. in Q3 2014 and held it in 2 quarters.
  • Trust Company of Vermont's Waddell & Reed Financial, Inc. position peaked at $3K in Q4 2014.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on Trust Company of Vermont's 13F filing for Q1 2015, filed 1 Jun 2015.