Waddell & Reed Financial
FNFG

Waddell & Reed Financial’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Waddell & Reed Financial’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-706,400
Closed -$7.5M – 597
2013
Q4 		$7.5M Hold
706,400
– – 0.01% 457
2013
Q3 		$7.33M Sell
706,400
-430,900
-38% -$4.48M 0.01% 447
2013
Q2 		$11.5M Buy
+1,137,300
New +$10.8M 0.02% 369

Other funds holding FNFG

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Russell Frank Company
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

Waddell & Reed Financial sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q1 2014, closing a stake of 706,400 shares — an estimated $7.5M sold.

Waddell & Reed Financial first reported a position in FNFG in Q2 2013 and held it in 3 quarters. The position peaked at $11.5M in Q2 2013. 283 funds tracked by Wall St. Rank hold FNFG as of Q1 2014.

  • Waddell & Reed Financial reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q1 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 706,400 FIRST NIAGARA FINANCIAL GROUP INC shares in Q1 2014, an estimated $7.5M.
  • Waddell & Reed Financial first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q2 2013 and held it in 3 quarters.
  • Waddell & Reed Financial's FIRST NIAGARA FINANCIAL GROUP INC position peaked at $11.5M in Q2 2013.
  • 283 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q1 2014.

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