Waddell & Reed Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-196,500
| Closed | -$6.58M | – | 549 |
|
|
2017
Q1 | $6.58M | Buy |
196,500
+25,050
| +15% | +$838K | 0.01% | 469 |
|
|
2016
Q4 | $5.71M | Buy |
+171,450
| New | +$5.71M | 0.01% | 481 |
|
|
2014
Q2 | – | Sell |
-275,100
| Closed | -$9.13M | – | 555 |
|
|
2014
Q1 | $9.13M | Buy |
+275,100
| New | +$9.13M | 0.01% | 439 |
|