TCM
WDR

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

Twin Capital Management’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-13,570
Closed -$701K – 297
2014
Q3 		$701K Buy
13,570
+850
+7% +$43.9K 0.07% 230
2014
Q2 		$796K Sell
12,720
-1,520
-11% -$95.1K 0.08% 223
2014
Q1 		$1.05M Sell
14,240
-1,000
-7% -$73.6K 0.11% 210
2013
Q4 		$992K Buy
+15,240
New +$992K 0.11% 217