TNBTD
WDR
Trustmark National Bank Trust Department’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 |
-9,113
| Closed | -$452K | – | 364 |
|
|
2015
Q1 | $452K | Hold |
9,113
| – | – | 0.06% | 227 |
|
|
2014
Q4 | $454K | Hold |
9,113
| – | – | 0.06% | 212 |
|
|
2014
Q3 | $471K | Buy |
9,113
+59
| +0.7% | +$3.05K | 0.07% | 228 |
|
|
2014
Q2 | $567K | Hold |
9,054
| – | – | 0.06% | 209 |
|
|
2014
Q1 | $667K | Hold |
9,054
| – | – | 0.08% | 205 |
|
|
2013
Q4 | $590K | Hold |
9,054
| – | – | 0.07% | 212 |
|
|
2013
Q3 | $466K | Hold |
9,054
| – | – | 0.06% | 220 |
|
|
2013
Q2 | $394K | Buy |
+9,054
| New | +$394K | 0.05% | 233 |
|