WA
WDR

Waverly Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Waverly Advisors’s Portfolio WDR Stock Details WDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-260
Closed -$9K – 419
2015
Q3 		$9K Hold
260
– – 0.01% 352
2015
Q2 		$12K Hold
260
– – 0.01% 261
2015
Q1 		$13K Hold
260
– – 0.01% 237
2014
Q4 		$13K Buy
+260
New +$12.4K 0.01% 267
2014
Q1 		– Sell
-1,004
Closed -$65K – 857
2013
Q4 		$65K Hold
1,004
– – 0.02% 294
2013
Q3 		$52K Buy
+1,004
New +$50K 0.03% 240

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's WDR Position: Q4 2015 in Review

Waverly Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2015, closing a stake of 260 shares — an estimated $9K sold.

Waverly Advisors first reported a position in WDR in Q3 2013 and held it in 6 quarters. The position peaked at $65K in Q4 2013. 285 funds tracked by Wall St. Rank hold WDR as of Q4 2015.

  • Waverly Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 260 Waddell & Reed Financial, Inc. shares in Q4 2015, an estimated $9K.
  • Waverly Advisors first reported a position in Waddell & Reed Financial, Inc. in Q3 2013 and held it in 6 quarters.
  • Waverly Advisors's Waddell & Reed Financial, Inc. position peaked at $65K in Q4 2013.
  • 285 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.