WRF
IVC

Waddell & Reed Financial’s Invacare Corporation IVC Stock Holding History

Waddell & Reed Financial’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,395,245
Closed -$20.3M – 571
2018
Q3 		$20.3M Sell
1,395,245
-494,160
-26% -$8.19M 0.05% 335
2018
Q2 		$35.1M Sell
1,889,405
-242,600
-11% -$4.39M 0.08% 267
2018
Q1 		$37.1M Buy
2,132,005
+306,778
+17% +$5.41M 0.08% 258
2017
Q4 		$30.8M Buy
+1,825,227
New +$29.7M 0.07% 282

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Invacare Corporation (IVC) in Q4 2018, closing a stake of 1,395,245 shares — an estimated $20.3M sold.

Waddell & Reed Financial first reported a position in IVC in Q4 2017 and held it in 4 quarters. The position peaked at $37.1M in Q1 2018. 149 funds tracked by Wall St. Rank hold IVC as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Invacare Corporation position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,395,245 Invacare Corporation shares in Q4 2018, an estimated $20.3M.
  • Waddell & Reed Financial first reported a position in Invacare Corporation in Q4 2017 and held it in 4 quarters.
  • Waddell & Reed Financial's Invacare Corporation position peaked at $37.1M in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2018.

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