WA
WDR

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

WFG Advisors’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
2015
Q3 		– Sell
-1,652
Closed -$78K – 1747
2015
Q2 		$78K Buy
1,652
+2
+0.1% +$97 0.02% 603
2015
Q1 		$82K Buy
+1,650
New +$78.9K 0.02% 591

Other funds holding WDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's WDR Position: Q3 2015 in Review

WFG Advisors sold out of Waddell & Reed Financial, Inc. (WDR) in Q3 2015, closing a stake of 1,652 shares — an estimated $78K sold.

WFG Advisors first reported a position in WDR in Q1 2015 and held it in 2 quarters. The position peaked at $82K in Q1 2015. 286 funds tracked by Wall St. Rank hold WDR as of Q3 2015.

  • WFG Advisors reported no remaining Waddell & Reed Financial, Inc. position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 1,652 Waddell & Reed Financial, Inc. shares in Q3 2015, an estimated $78K.
  • WFG Advisors first reported a position in Waddell & Reed Financial, Inc. in Q1 2015 and held it in 2 quarters.
  • WFG Advisors's Waddell & Reed Financial, Inc. position peaked at $82K in Q1 2015.
  • 286 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.