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

Welch Group’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 Q4	–	Sell	-7,145	Closed	-$130K	–	147
2016 Q3	$130K	Hold	7,145	–	–	0.03%	119
2016 Q2	$123K	Sell	7,145 -439	-6%	-$8.96K	0.03%	110
2016 Q1	$179K	Buy	7,584 +439	+6%	+$10.7K	0.03%	114
2015 Q4	$205K	Hold	7,145	–	–	0.04%	100
2015 Q3	$248K	Hold	7,145	–	–	0.05%	85
2015 Q2	$338K	Buy	7,145 +2,250	+46%	+$110K	0.06%	76
2015 Q1	$242	Hold	4,895	–	–	0.04%	92
2014 Q4	$244K	Hold	4,895	–	–	0.05%	87
2014 Q3	$253K	Sell	4,895 -185	-4%	-$10.3K	0.05%	81
2014 Q2	$318K	Hold	5,080	–	–	0.07%	75
2014 Q1	$374K	Hold	5,080	–	–	0.08%	66
2013 Q4	$331K	Hold	5,080	–	–	0.08%	72
2013 Q3	$262K	Hold	5,080	–	–	0.06%	74
2013 Q2	$221K	Buy	+5,080	New	+$224K	0.06%	82

Other funds holding WDR

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Welch Group's WDR Position: Q4 2016 in Review

Welch Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2016, closing a stake of 7,145 shares — an estimated $130K sold.

Welch Group first reported a position in WDR in Q2 2013 and held it in 14 quarters. The position peaked at $374K in Q1 2014. 248 funds tracked by Wall St. Rank hold WDR as of Q4 2016.

Welch Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2016 after selling out during the quarter.
Welch Group sold 7,145 Waddell & Reed Financial, Inc. shares in Q4 2016, an estimated $130K.
Welch Group first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 14 quarters.
Welch Group's Waddell & Reed Financial, Inc. position peaked at $374K in Q1 2014.
248 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2016.

Based on Welch Group's 13F filing for Q4 2016, filed 9 Feb 2017.