WRF
VHS

Waddell & Reed Financial’s VANGUARD HEALTH SYS INC COM STK (DE) VHS Stock Holding History

Waddell & Reed Financial’s Portfolio VHS Stock Details VHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-200,120
Closed -$4.15M – 605
2013
Q2 		$4.15M Buy
+200,120
New +$2.83M 0.01% 468

Other funds holding VHS

Blackstone Inc
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MC
Metalmark Capital New York $4.07M AUM 3.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waddell & Reed Financial's VHS Position: Q3 2013 in Review

Waddell & Reed Financial sold out of VANGUARD HEALTH SYS INC COM STK (DE) (VHS) in Q3 2013, closing a stake of 200,120 shares — an estimated $4.15M sold.

Waddell & Reed Financial first reported a position in VHS in Q2 2013 and held it in 1 quarter. The position peaked at $4.15M in Q2 2013. 93 funds tracked by Wall St. Rank hold VHS as of Q3 2013.

  • Waddell & Reed Financial reported no remaining VANGUARD HEALTH SYS INC COM STK (DE) position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 200,120 VANGUARD HEALTH SYS INC COM STK (DE) shares in Q3 2013, an estimated $4.15M.
  • Waddell & Reed Financial first reported a position in VANGUARD HEALTH SYS INC COM STK (DE) in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's VANGUARD HEALTH SYS INC COM STK (DE) position peaked at $4.15M in Q2 2013.
  • 93 funds tracked by Wall St. Rank held VANGUARD HEALTH SYS INC COM STK (DE) as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.