WP
WDR

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

WealthPLAN Partners’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
2016
Q3 		$3.64K Hold
200
– – ﹤0.01% 774
2016
Q2 		$3 Buy
+200
New +$4.08K ﹤0.01% 2574

Other funds holding WDR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthPLAN Partners's WDR Position: Q3 2016 in Review

WealthPLAN Partners held its Waddell & Reed Financial, Inc. (WDR) position steady in Q3 2016 at 200 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

WealthPLAN Partners first reported a position in WDR in Q2 2016 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold WDR as of Q3 2016.

  • WealthPLAN Partners held 200 shares of Waddell & Reed Financial, Inc. worth $3.64K as of Q3 2016.
  • WealthPLAN Partners left its Waddell & Reed Financial, Inc. share count unchanged in Q3 2016.
  • Waddell & Reed Financial, Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #774 holding.
  • WealthPLAN Partners first reported a position in Waddell & Reed Financial, Inc. in Q2 2016 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.