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Waddell & Reed Financial’s Bright Horizons BFAM Stock Holding History

Waddell & Reed Financial’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-58,887
Closed -$2.16M – 543
2013
Q4 		$2.16M Sell
58,887
-80,400
-58% -$2.89M ﹤0.01% 542
2013
Q3 		$4.99M Hold
139,287
– – 0.01% 485
2013
Q2 		$4.83M Buy
+139,287
New +$4.7M 0.01% 457

Other funds holding BFAM

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Waddell & Reed Financial's BFAM Position: Q1 2014 in Review

Waddell & Reed Financial sold out of Bright Horizons (BFAM) in Q1 2014, closing a stake of 58,887 shares — an estimated $2.16M sold.

Waddell & Reed Financial first reported a position in BFAM in Q2 2013 and held it in 3 quarters. The position peaked at $4.99M in Q3 2013. 95 funds tracked by Wall St. Rank hold BFAM as of Q1 2014.

  • Waddell & Reed Financial reported no remaining Bright Horizons position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 58,887 Bright Horizons shares in Q1 2014, an estimated $2.16M.
  • Waddell & Reed Financial first reported a position in Bright Horizons in Q2 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's Bright Horizons position peaked at $4.99M in Q3 2013.
  • 95 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2014.

Based on Waddell & Reed Financial's 13F filing for Q1 2014, filed 15 May 2014.