Waddell & Reed Financial
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Waddell & Reed Financial’s Gates Industrial Corp GTES Stock Holding History

Waddell & Reed Financial’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-165,000
Closed -$3.22M – 515
2018
Q3 		$3.22M Sell
165,000
-145,000
-47% -$2.54M 0.01% 506
2018
Q2 		$5.04M Buy
310,000
+10,000
+3% +$158K 0.01% 490
2018
Q1 		$5.25M Buy
+300,000
New +$5.41M 0.01% 469

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Waddell & Reed Financial's GTES Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Gates Industrial Corp (GTES) in Q4 2018, closing a stake of 165,000 shares — an estimated $3.22M sold.

Waddell & Reed Financial first reported a position in GTES in Q1 2018 and held it in 3 quarters. The position peaked at $5.25M in Q1 2018. 96 funds tracked by Wall St. Rank hold GTES as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Gates Industrial Corp position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 165,000 Gates Industrial Corp shares in Q4 2018, an estimated $3.22M.
  • Waddell & Reed Financial first reported a position in Gates Industrial Corp in Q1 2018 and held it in 3 quarters.
  • Waddell & Reed Financial's Gates Industrial Corp position peaked at $5.25M in Q1 2018.
  • 96 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.