UFA
WDR

US Financial Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-46
Closed -$1K – 436
2016
Q1 		$1K Hold
46
– – ﹤0.01% 450
2015
Q4 		$1K Hold
46
– – ﹤0.01% 587
2015
Q3 		$2K Hold
46
– – ﹤0.01% 426
2015
Q2 		$2K Buy
+46
New +$2.24K ﹤0.01% 408

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

US Financial Advisors's WDR Position: Q2 2016 in Review

US Financial Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2016, closing a stake of 46 shares — an estimated $1K sold.

US Financial Advisors first reported a position in WDR in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2015. 245 funds tracked by Wall St. Rank hold WDR as of Q2 2016.

  • US Financial Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 46 Waddell & Reed Financial, Inc. shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Waddell & Reed Financial, Inc. in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Waddell & Reed Financial, Inc. position peaked at $2K in Q3 2015.
  • 245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.