UBS’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.9M | Buy |
75,360
+827
| +1% | +$42.7K | ﹤0.01% | 1721 |
|
|
2014
Q2 | $4.67M | Sell |
74,533
-19,121
| -20% | -$1.2M | ﹤0.01% | 1574 |
|
|
2014
Q1 | $6.9M | Buy |
93,654
+7,104
| +8% | +$523K | 0.01% | 1211 |
|
|
2013
Q4 | $5.64M | Sell |
86,550
-615
| -0.7% | -$40K | 0.01% | 1287 |
|
|
2013
Q3 | $4.49M | Buy |
87,165
+430
| +0.5% | +$22.1K | ﹤0.01% | 1359 |
|
|
2013
Q2 | $3.77M | Buy |
+86,735
| New | +$3.77M | ﹤0.01% | 1410 |
|