UMA
WDR

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

USA Mutuals 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
2015
Q1 		– Sell
-7,500
Closed -$374K – 60
2014
Q4 		$374K Buy
+7,500
New +$358K 0.16% 37

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

USA Mutuals Advisors's WDR Position: Q1 2015 in Review

USA Mutuals Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2015, closing a stake of 7,500 shares — an estimated $374K sold.

USA Mutuals Advisors first reported a position in WDR in Q4 2014 and held it in 1 quarter. The position peaked at $374K in Q4 2014. 296 funds tracked by Wall St. Rank hold WDR as of Q1 2015.

  • USA Mutuals Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2015 after selling out during the quarter.
  • USA Mutuals Advisors sold 7,500 Waddell & Reed Financial, Inc. shares in Q1 2015, an estimated $374K.
  • USA Mutuals Advisors first reported a position in Waddell & Reed Financial, Inc. in Q4 2014 and held it in 1 quarter.
  • USA Mutuals Advisors's Waddell & Reed Financial, Inc. position peaked at $374K in Q4 2014.
  • 296 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2015.

Based on USA Mutuals Advisors's 13F filing for Q1 2015, filed 21 May 2015.