WRF
VMRK

Waddell & Reed Financial’s Vivmark Residential VMRK Stock Holding History

Waddell & Reed Financial’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-24,847
Closed -$1.44M – 560
2013
Q2 		$1.44M Buy
+24,847
New +$1.43M ﹤0.01% 513

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LBH
Lehman Brothers Holdings New York $794K AUM 28.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Waddell & Reed Financial sold out of Vivmark Residential (VMRK) in Q3 2013, closing a stake of 24,847 shares — an estimated $1.44M sold.

Waddell & Reed Financial first reported a position in VMRK in Q2 2013 and held it in 1 quarter. The position peaked at $1.44M in Q2 2013. 405 funds tracked by Wall St. Rank hold VMRK as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Vivmark Residential position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 24,847 Vivmark Residential shares in Q3 2013, an estimated $1.44M.
  • Waddell & Reed Financial first reported a position in Vivmark Residential in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Vivmark Residential position peaked at $1.44M in Q2 2013.
  • 405 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2013.

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