USAA
WDR

United Services Automobile Association’s Waddell & Reed Financial, Inc. WDR Stock Holding History

United Services Automobile Association’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 		– Sell
-51,081
Closed -$852K – 2031
2019
Q2 		$852K Hold
51,081
– – ﹤0.01% 1382
2019
Q1 		$883K Hold
51,081
– – ﹤0.01% 1370
2018
Q4 		$924K Hold
51,081
– – ﹤0.01% 1287
2018
Q3 		$1.08M Sell
51,081
-7,240
-12% -$146K ﹤0.01% 1325
2018
Q2 		$1.05M Hold
58,321
– – ﹤0.01% 1343
2018
Q1 		$1.18M Buy
58,321
+14,071
+32% +$297K ﹤0.01% 1299
2017
Q4 		$989K Hold
44,250
– – ﹤0.01% 1227
2017
Q3 		$888K Buy
+44,250
New +$851K ﹤0.01% 1216
2016
Q4 		– Sell
-41,390
Closed -$752K – 1342
2016
Q3 		$752K Buy
41,390
+24,370
+143% +$444K ﹤0.01% 1145
2016
Q2 		$293K Buy
17,020
+1,230
+8% +$25.1K ﹤0.01% 1243
2016
Q1 		$372K Hold
15,790
– – ﹤0.01% 1215
2015
Q4 		$453K Buy
+15,790
New +$542K ﹤0.01% 1223
2015
Q3 		– Sell
-40,062
Closed -$1.9M – 1324
2015
Q2 		$1.9M Sell
40,062
-1,372
-3% -$66.9K 0.01% 997
2015
Q1 		$2.05M Sell
41,434
-17,402
-30% -$832K 0.01% 960
2014
Q4 		$2.93M Buy
58,836
+600
+1% +$28.6K 0.01% 860
2014
Q3 		$3.01M Sell
58,236
-262,790
-82% -$14.6M 0.01% 832
2014
Q2 		$20.1M Buy
321,026
+33,298
+12% +$2.15M 0.07% 297
2014
Q1 		$21.2M Buy
287,728
+28,338
+11% +$1.95M 0.08% 271
2013
Q4 		$16.9M Buy
259,390
+138,900
+115% +$8.5M 0.07% 305
2013
Q3 		$6.2M Sell
120,490
-16,900
-12% -$841K 0.03% 576
2013
Q2 		$5.98M Buy
+137,390
New +$6.05M 0.03% 558

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
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
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

United Services Automobile Association's WDR Position: Q3 2019 in Review

United Services Automobile Association sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 51,081 shares — an estimated $852K sold.

United Services Automobile Association first reported a position in WDR in Q2 2013 and held it in 21 quarters. The position peaked at $21.2M in Q1 2014. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

  • United Services Automobile Association reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 51,081 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $852K.
  • United Services Automobile Association first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 21 quarters.
  • United Services Automobile Association's Waddell & Reed Financial, Inc. position peaked at $21.2M in Q1 2014.
  • 234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.