Wasatch Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-103,532
| Closed | -$4.9M | – | 380 |
|
|
2015
Q2 | $4.9M | Sell |
103,532
-2,929
| -3% | -$139K | 0.05% | 245 |
|
|
2015
Q1 | $5.27M | Sell |
106,461
-20
| -0% | -$991 | 0.05% | 227 |
|
|
2014
Q4 | $5.31M | Sell |
106,481
-656
| -0.6% | -$32.7K | 0.06% | 233 |
|
|
2014
Q3 | $5.54M | Sell |
107,137
-11,511
| -10% | -$595K | 0.06% | 235 |
|
|
2014
Q2 | $7.43M | Sell |
118,648
-8,527
| -7% | -$534K | 0.07% | 225 |
|
|
2014
Q1 | $9.36M | Buy |
127,175
+4,224
| +3% | +$311K | 0.09% | 204 |
|
|
2013
Q4 | $8.01M | Sell |
122,951
-54,097
| -31% | -$3.52M | 0.08% | 209 |
|
|
2013
Q3 | $9.11M | Buy |
177,048
+660
| +0.4% | +$34K | 0.09% | 201 |
|
|
2013
Q2 | $7.67M | Buy |
+176,388
| New | +$7.67M | 0.08% | 219 |
|