WRF
SMCI icon

Waddell & Reed Financial’s Super Micro Computer SMCI Stock Holding History

Waddell & Reed Financial’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,066,000
Closed -$3.15M – 647
2015
Q2 		$3.15M Buy
+1,066,000
New +$3.51M ﹤0.01% 543

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Waddell & Reed Financial's SMCI Position: Q3 2015 in Review

Waddell & Reed Financial sold out of Super Micro Computer (SMCI) in Q3 2015, closing a stake of 1,066,000 shares — an estimated $3.15M sold.

Waddell & Reed Financial first reported a position in SMCI in Q2 2015 and held it in 1 quarter. The position peaked at $3.15M in Q2 2015. 185 funds tracked by Wall St. Rank hold SMCI as of Q3 2015.

  • Waddell & Reed Financial reported no remaining Super Micro Computer position as of Q3 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,066,000 Super Micro Computer shares in Q3 2015, an estimated $3.15M.
  • Waddell & Reed Financial first reported a position in Super Micro Computer in Q2 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's Super Micro Computer position peaked at $3.15M in Q2 2015.
  • 185 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2015.

Based on Waddell & Reed Financial's 13F filing for Q3 2015, filed 13 Nov 2015.