Tyers Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Tyers Asset Management’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
2019 Q3	$302K	Hold	17,584	–	–	0.01%	615
2019 Q2	$293K	Hold	17,584	–	–	0.01%	635
2019 Q1	$304K	Hold	17,584	–	–	0.01%	605
2018 Q4	$318K	Hold	17,584	–	–	0.01%	533
2018 Q3	$372K	Buy	17,584 +3,528	+25%	+$71K	0.01%	574
2018 Q2	$253K	Buy	14,056 +3,584	+34%	+$69.7K	0.01%	618
2018 Q1	$212K	Hold	10,472	–	–	0.01%	668
2017 Q4	$234K	Buy	10,472 +1,736	+20%	+$35.3K	0.01%	647
2017 Q3	$175K	Buy	8,736 +1,316	+18%	+$25.3K	0.01%	680
2017 Q2	$140K	Buy	7,420 +3,304	+80%	+$58K	0.01%	709
2017 Q1	$70K	Buy	4,116 +280	+7%	+$5.13K	﹤0.01%	760
2016 Q4	$75K	Buy	+3,836	New	+$71.3K	﹤0.01%	714

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Tyers Asset Management's WDR Position: Q3 2019 in Review

Tyers Asset Management held its Waddell & Reed Financial, Inc. (WDR) position steady in Q3 2019 at 17,584 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #615.

Tyers Asset Management first reported a position in WDR in Q4 2016 and has held it in 12 quarters since. The position peaked at $372K in Q3 2018. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

Tyers Asset Management held 17,584 shares of Waddell & Reed Financial, Inc. worth $302K as of Q3 2019.
Tyers Asset Management left its Waddell & Reed Financial, Inc. share count unchanged in Q3 2019.
Waddell & Reed Financial, Inc. made up 0.01% of Tyers Asset Management's portfolio in Q3 2019, its #615 holding.
Tyers Asset Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's Waddell & Reed Financial, Inc. position peaked at $372K in Q3 2018.
234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.