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

WealthOne’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
2019 Q1	–	Sell	-190	Closed	-$3K	–	594
2018 Q4	$3K	Buy	+190	New	+$3.7K	﹤0.01%	548

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthOne's WDR Position: Q1 2019 in Review

WealthOne sold out of Waddell & Reed Financial, Inc. (WDR) in Q1 2019, closing a stake of 190 shares — an estimated $3K sold.

WealthOne first reported a position in WDR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 246 funds tracked by Wall St. Rank hold WDR as of Q1 2019.

WealthOne reported no remaining Waddell & Reed Financial, Inc. position as of Q1 2019 after selling out during the quarter.
WealthOne sold 190 Waddell & Reed Financial, Inc. shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in Waddell & Reed Financial, Inc. in Q4 2018 and held it in 1 quarter.
WealthOne's Waddell & Reed Financial, Inc. position peaked at $3K in Q4 2018.
246 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.