Wedge Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,050
| Closed | -$234K | – | 631 |
|
|
2019
Q2 | $234K | Sell |
14,050
-646
| -4% | -$10.8K | ﹤0.01% | 573 |
|
|
2019
Q1 | $254K | Sell |
14,696
-25
| -0.2% | -$432 | ﹤0.01% | 545 |
|
|
2018
Q4 | $266K | Buy |
+14,721
| New | +$266K | ﹤0.01% | 509 |
|
|
2015
Q3 | – | Sell |
-357,814
| Closed | -$16.9M | – | 619 |
|
|
2015
Q2 | $16.9M | Sell |
357,814
-13,005
| -4% | -$615K | 0.16% | 170 |
|
|
2015
Q1 | $18.4M | Sell |
370,819
-31,624
| -8% | -$1.57M | 0.18% | 153 |
|
|
2014
Q4 | $20.1M | Sell |
402,443
-6,340
| -2% | -$316K | 0.2% | 155 |
|
|
2014
Q3 | $21.1M | Sell |
408,783
-4,636
| -1% | -$240K | 0.23% | 141 |
|
|
2014
Q2 | $25.9M | Sell |
413,419
-4,371
| -1% | -$274K | 0.26% | 140 |
|
|
2014
Q1 | $30.8M | Sell |
417,790
-41,240
| -9% | -$3.04M | 0.32% | 115 |
|
|
2013
Q4 | $29.9M | Sell |
459,030
-79,328
| -15% | -$5.17M | 0.32% | 123 |
|
|
2013
Q3 | $27.7M | Sell |
538,358
-8,560
| -2% | -$441K | 0.32% | 122 |
|
|
2013
Q2 | $23.8M | Buy |
+546,918
| New | +$23.8M | 0.29% | 135 |
|