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Waddell & Reed Financial’s Mine Safety MSA Stock Holding History

Waddell & Reed Financial’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-118,751
Closed -$11.2M – 513
2018
Q4 		$11.2M Sell
118,751
-32,726
-22% -$3.34M 0.03% 406
2018
Q3 		$16.1M Buy
151,477
+6,237
+4% +$630K 0.04% 368
2018
Q2 		$14M Buy
145,240
+3,740
+3% +$338K 0.03% 378
2018
Q1 		$11.8M Buy
+141,500
New +$11.4M 0.03% 393

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Waddell & Reed Financial's MSA Position: Q1 2019 in Review

Waddell & Reed Financial sold out of Mine Safety (MSA) in Q1 2019, closing a stake of 118,751 shares — an estimated $11.2M sold.

Waddell & Reed Financial first reported a position in MSA in Q1 2018 and held it in 4 quarters. The position peaked at $16.1M in Q3 2018. 251 funds tracked by Wall St. Rank hold MSA as of Q1 2019.

  • Waddell & Reed Financial reported no remaining Mine Safety position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 118,751 Mine Safety shares in Q1 2019, an estimated $11.2M.
  • Waddell & Reed Financial first reported a position in Mine Safety in Q1 2018 and held it in 4 quarters.
  • Waddell & Reed Financial's Mine Safety position peaked at $16.1M in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Mine Safety as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.