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Waddell & Reed Financial’s Team TISI Stock Holding History

Waddell & Reed Financial’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-25,200
Closed -$9.55M – 586
2014
Q3 		$9.55M Sell
25,200
-31,390
-55% -$12.7M 0.01% 409
2014
Q2 		$23.2M Sell
56,590
-9,020
-14% -$3.75M 0.03% 324
2014
Q1 		$28.1M Sell
65,610
-1,180
-2% -$514K 0.04% 295
2013
Q4 		$28.3M Sell
66,790
-5,470
-8% -$2.11M 0.05% 289
2013
Q3 		$28.7M Hold
72,260
– – 0.05% 278
2013
Q2 		$27.4M Buy
+72,260
New +$27.6M 0.06% 263

Other funds holding TISI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Waddell & Reed Financial's TISI Position: Q4 2014 in Review

Waddell & Reed Financial sold out of Team (TISI) in Q4 2014, closing a stake of 25,200 shares — an estimated $9.55M sold.

Waddell & Reed Financial first reported a position in TISI in Q2 2013 and held it in 6 quarters. The position peaked at $28.7M in Q3 2013. 102 funds tracked by Wall St. Rank hold TISI as of Q4 2014.

  • Waddell & Reed Financial reported no remaining Team position as of Q4 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 25,200 Team shares in Q4 2014, an estimated $9.55M.
  • Waddell & Reed Financial first reported a position in Team in Q2 2013 and held it in 6 quarters.
  • Waddell & Reed Financial's Team position peaked at $28.7M in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Team as of Q4 2014.

Based on Waddell & Reed Financial's 13F filing for Q4 2014, filed 13 Feb 2015.