WRF
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Waddell & Reed Financial’s Capitol Federal Financial CFFN Stock Holding History

Waddell & Reed Financial’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-597,800
Closed -$7.24M – 548
2013
Q4 		$7.24M Sell
597,800
-103,900
-15% -$1.28M 0.01% 465
2013
Q3 		$8.72M Sell
701,700
-178,800
-20% -$2.24M 0.02% 430
2013
Q2 		$10.7M Buy
+880,500
New +$10.5M 0.02% 379

Other funds holding CFFN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Capitol Federal Financial (CFFN) in Q1 2014, closing a stake of 597,800 shares — an estimated $7.24M sold.

Waddell & Reed Financial first reported a position in CFFN in Q2 2013 and held it in 3 quarters. The position peaked at $10.7M in Q2 2013. 151 funds tracked by Wall St. Rank hold CFFN as of Q1 2014.

  • Waddell & Reed Financial reported no remaining Capitol Federal Financial position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 597,800 Capitol Federal Financial shares in Q1 2014, an estimated $7.24M.
  • Waddell & Reed Financial first reported a position in Capitol Federal Financial in Q2 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's Capitol Federal Financial position peaked at $10.7M in Q2 2013.
  • 151 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2014.

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