WBG
WDR

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-418,071
Closed -$14.5M 134
2015
Q3
$14.5M Buy
418,071
+103,360
+33% +$3.59M 1.44% 28
2015
Q2
$14.9K Buy
314,711
+285,261
+969% +$13.5K 0.99% 29
2015
Q1
$1.46M Buy
+29,450
New +$1.46M 0.12% 88