Truvestments Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Truvestments Capital’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
2018 Q3	$1K	Buy	+30	New	+$603	﹤0.01%	859

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Truvestments Capital's WDR Position: Q3 2018 in Review

Truvestments Capital opened a new position in Waddell & Reed Financial, Inc. (WDR) in Q3 2018: 30 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

248 funds tracked by Wall St. Rank hold WDR as of Q3 2018.

Truvestments Capital held 30 shares of Waddell & Reed Financial, Inc. worth $1K as of Q3 2018.
Waddell & Reed Financial, Inc. was a new Truvestments Capital position in Q3 2018.
Waddell & Reed Financial, Inc. made up ﹤0.01% of Truvestments Capital's portfolio in Q3 2018, its #859 holding.
248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.