WRF
TECD

Waddell & Reed Financial’s Tech Data Corp TECD Stock Holding History

Waddell & Reed Financial’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-269,120
Closed -$23.9M – 571
2017
Q3 		$23.9M Buy
269,120
+14,540
+6% +$1.43M 0.05% 308
2017
Q2 		$25.7M Buy
254,580
+140,740
+124% +$13.5M 0.06% 318
2017
Q1 		$10.7M Buy
+113,840
New +$10.1M 0.02% 406

Other funds holding TECD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waddell & Reed Financial's TECD Position: Q4 2017 in Review

Waddell & Reed Financial sold out of Tech Data Corp (TECD) in Q4 2017, closing a stake of 269,120 shares — an estimated $23.9M sold.

Waddell & Reed Financial first reported a position in TECD in Q1 2017 and held it in 3 quarters. The position peaked at $25.7M in Q2 2017. 292 funds tracked by Wall St. Rank hold TECD as of Q4 2017.

  • Waddell & Reed Financial reported no remaining Tech Data Corp position as of Q4 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 269,120 Tech Data Corp shares in Q4 2017, an estimated $23.9M.
  • Waddell & Reed Financial first reported a position in Tech Data Corp in Q1 2017 and held it in 3 quarters.
  • Waddell & Reed Financial's Tech Data Corp position peaked at $25.7M in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Tech Data Corp as of Q4 2017.

Based on Waddell & Reed Financial's 13F filing for Q4 2017, filed 14 Feb 2018.