WRF
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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 $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return