Waddell & Reed Financial’s Heritage Financial HFWA Stock Holding History

Waddell & Reed Financial’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell
2019 Q2	$15.3M	Sell
2019 Q1	$18.5M	Sell
2018 Q4	$18.3M	Sell
2018 Q3	$21.7M	Sell
2018 Q2	$21.7M	Buy
2018 Q1	$18.3M	Buy
2017 Q4	$4.33M	Buy