Waddell & Reed Financial
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Waddell & Reed Financial’s Insteel Industries IIIN Stock Holding History

Waddell & Reed Financial’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-143,100
Closed -$5.19M – 597
2016
Q3 		$5.19M Buy
143,100
+44,500
+45% +$1.5M 0.01% 511
2016
Q2 		$2.82M Hold
98,600
– – 0.01% 545
2016
Q1 		$3.01M Buy
+98,600
New +$2.46M 0.01% 557

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waddell & Reed Financial's IIIN Position: Q4 2016 in Review

Waddell & Reed Financial sold out of Insteel Industries (IIIN) in Q4 2016, closing a stake of 143,100 shares — an estimated $5.19M sold.

Waddell & Reed Financial first reported a position in IIIN in Q1 2016 and held it in 3 quarters. The position peaked at $5.19M in Q3 2016. 147 funds tracked by Wall St. Rank hold IIIN as of Q4 2016.

  • Waddell & Reed Financial reported no remaining Insteel Industries position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 143,100 Insteel Industries shares in Q4 2016, an estimated $5.19M.
  • Waddell & Reed Financial first reported a position in Insteel Industries in Q1 2016 and held it in 3 quarters.
  • Waddell & Reed Financial's Insteel Industries position peaked at $5.19M in Q3 2016.
  • 147 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.