Wedge Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wedge Capital Management’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 Q3	–	Sell	-14,050	Closed	-$234K	–	631
2019 Q2	$234K	Sell	14,050 -646	-4%	-$11.3K	﹤0.01%	573
2019 Q1	$254K	Sell	14,696 -25	-0.2%	-$441	﹤0.01%	545
2018 Q4	$266K	Buy	+14,721	New	+$287K	﹤0.01%	509
2015 Q3	–	Sell	-357,814	Closed	-$16.9M	–	619
2015 Q2	$16.9M	Sell	357,814 -13,005	-4%	-$634K	0.16%	170
2015 Q1	$18.4M	Sell	370,819 -31,624	-8%	-$1.51M	0.18%	153
2014 Q4	$20.1M	Sell	402,443 -6,340	-2%	-$303K	0.2%	155
2014 Q3	$21.1M	Sell	408,783 -4,636	-1%	-$258K	0.23%	141
2014 Q2	$25.9M	Sell	413,419 -4,371	-1%	-$283K	0.26%	140
2014 Q1	$30.8M	Sell	417,790 -41,240	-9%	-$2.83M	0.32%	115
2013 Q4	$29.9M	Sell	459,030 -79,328	-15%	-$4.85M	0.32%	123
2013 Q3	$27.7M	Sell	538,358 -8,560	-2%	-$426K	0.32%	122
2013 Q2	$23.8M	Buy	+546,918	New	+$24.1M	0.29%	135

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

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wedge Capital Management's WDR Position: Q3 2019 in Review

Wedge Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2019, closing a stake of 14,050 shares — an estimated $234K sold.

Wedge Capital Management first reported a position in WDR in Q2 2013 and held it in 12 quarters. The position peaked at $30.8M in Q1 2014. 234 funds tracked by Wall St. Rank hold WDR as of Q3 2019.

Wedge Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2019 after selling out during the quarter.
Wedge Capital Management sold 14,050 Waddell & Reed Financial, Inc. shares in Q3 2019, an estimated $234K.
Wedge Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 12 quarters.
Wedge Capital Management's Waddell & Reed Financial, Inc. position peaked at $30.8M in Q1 2014.
234 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2019.

Based on Wedge Capital Management's 13F filing for Q3 2019, filed 1 Nov 2019.