VNIM
WDR

Vaughan Nelson Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Vaughan Nelson Investment Management’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
2013
Q4 		– Sell
-230,175
Closed -$11.8M – 181
2013
Q3 		$11.8M Buy
230,175
+10,900
+5% +$542K 0.2% 132
2013
Q2 		$9.54M Buy
+219,275
New +$9.66M 0.18% 136

Other funds holding WDR

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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vaughan Nelson Investment Management's WDR Position: Q4 2013 in Review

Vaughan Nelson Investment Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2013, closing a stake of 230,175 shares — an estimated $11.8M sold.

Vaughan Nelson Investment Management first reported a position in WDR in Q2 2013 and held it in 2 quarters. The position peaked at $11.8M in Q3 2013. 329 funds tracked by Wall St. Rank hold WDR as of Q4 2013.

  • Vaughan Nelson Investment Management reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2013 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 230,175 Waddell & Reed Financial, Inc. shares in Q4 2013, an estimated $11.8M.
  • Vaughan Nelson Investment Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 2 quarters.
  • Vaughan Nelson Investment Management's Waddell & Reed Financial, Inc. position peaked at $11.8M in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2013.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2013, filed 22 Jan 2014.