WRF
EXPR

Waddell & Reed Financial’s Express, Inc. EXPR Stock Holding History

Waddell & Reed Financial’s Portfolio EXPR Stock Details EXPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,250
Closed -$3.49M – 562
2014
Q2 		$3.49M Hold
10,250
– – 0.01% 517
2014
Q1 		$3.26M Buy
10,250
+135
+1% +$47.3K ﹤0.01% 519
2013
Q4 		$3.78M Hold
10,115
– – 0.01% 519
2013
Q3 		$4.77M Sell
10,115
-6,505
-39% -$2.87M 0.01% 488
2013
Q2 		$6.97M Buy
+16,620
New +$6.41M 0.01% 419

Other funds holding EXPR

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Waddell & Reed Financial's EXPR Position: Q3 2014 in Review

Waddell & Reed Financial sold out of Express, Inc. (EXPR) in Q3 2014, closing a stake of 10,250 shares — an estimated $3.49M sold.

Waddell & Reed Financial first reported a position in EXPR in Q2 2013 and held it in 5 quarters. The position peaked at $6.97M in Q2 2013. 154 funds tracked by Wall St. Rank hold EXPR as of Q3 2014.

  • Waddell & Reed Financial reported no remaining Express, Inc. position as of Q3 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 10,250 Express, Inc. shares in Q3 2014, an estimated $3.49M.
  • Waddell & Reed Financial first reported a position in Express, Inc. in Q2 2013 and held it in 5 quarters.
  • Waddell & Reed Financial's Express, Inc. position peaked at $6.97M in Q2 2013.
  • 154 funds tracked by Wall St. Rank held Express, Inc. as of Q3 2014.

Based on Waddell & Reed Financial's 13F filing for Q3 2014, filed 14 Nov 2014.