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

Vantage Investment 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
2018 Q3	$21K	Hold	1,000	–	–	﹤0.01%	428
2018 Q2	$18K	Hold	1,000	–	–	﹤0.01%	441
2018 Q1	$20K	Hold	1,000	–	–	0.01%	427
2017 Q4	$22K	Hold	1,000	–	–	0.01%	430
2017 Q3	$20K	Hold	1,000	–	–	0.01%	443
2017 Q2	$19K	Hold	1,000	–	–	0.01%	437
2017 Q1	$17K	Buy	+1,000	New	+$18.3K	0.01%	435

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vantage Investment Advisors's WDR Position: Q3 2018 in Review

Vantage Investment Advisors held its Waddell & Reed Financial, Inc. (WDR) position steady in Q3 2018 at 1,000 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Vantage Investment Advisors first reported a position in WDR in Q1 2017 and has held it in 7 quarters since. The position peaked at $22K in Q4 2017. 248 funds tracked by Wall St. Rank hold WDR as of Q3 2018.

Vantage Investment Advisors held 1,000 shares of Waddell & Reed Financial, Inc. worth $21K as of Q3 2018.
Vantage Investment Advisors left its Waddell & Reed Financial, Inc. share count unchanged in Q3 2018.
Waddell & Reed Financial, Inc. made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #428 holding.
Vantage Investment Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2017 and has held it in 7 quarters since.
Vantage Investment Advisors's Waddell & Reed Financial, Inc. position peaked at $22K in Q4 2017.
248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.