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Waddell & Reed Financial’s Orthofix Medical OFIX Stock Holding History

Waddell & Reed Financial’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-126,400
Closed -$5.41M – 617
2016
Q3 		$5.41M Buy
+126,400
New +$5.64M 0.01% 505

Other funds holding OFIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
KAM
Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Orthofix Medical (OFIX) in Q4 2016, closing a stake of 126,400 shares — an estimated $5.41M sold.

Waddell & Reed Financial first reported a position in OFIX in Q3 2016 and held it in 1 quarter. The position peaked at $5.41M in Q3 2016. 136 funds tracked by Wall St. Rank hold OFIX as of Q4 2016.

  • Waddell & Reed Financial reported no remaining Orthofix Medical position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 126,400 Orthofix Medical shares in Q4 2016, an estimated $5.41M.
  • Waddell & Reed Financial first reported a position in Orthofix Medical in Q3 2016 and held it in 1 quarter.
  • Waddell & Reed Financial's Orthofix Medical position peaked at $5.41M in Q3 2016.
  • 136 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2016.

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