William Blair & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History

William Blair & Company’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
2018 Q4	–	Sell	-12,250	Closed	-$259K	–	1815
2018 Q3	$259K	Sell	12,250 -10,500	-46%	-$211K	﹤0.01%	1202
2018 Q2	$409K	Sell	22,750 -500	-2%	-$9.72K	﹤0.01%	1017
2018 Q1	$470K	Sell	23,250 -6,500	-22%	-$137K	﹤0.01%	940
2017 Q4	$665K	Buy	29,750 +525	+2%	+$10.7K	﹤0.01%	869
2017 Q3	$587K	Buy	+29,225	New	+$562K	﹤0.01%	883
2013 Q4	–	Sell	-17,110	Closed	-$880K	–	2050
2013 Q3	$880K	Hold	17,110	–	–	﹤0.01%	1369
2013 Q2	$743K	Buy	+17,110	New	+$754K	﹤0.01%	1380

Other funds holding WDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

William Blair & Company's WDR Position: Q4 2018 in Review

William Blair & Company sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2018, closing a stake of 12,250 shares — an estimated $259K sold.

William Blair & Company first reported a position in WDR in Q2 2013 and held it in 7 quarters. The position peaked at $880K in Q3 2013. 245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

William Blair & Company reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2018 after selling out during the quarter.
William Blair & Company sold 12,250 Waddell & Reed Financial, Inc. shares in Q4 2018, an estimated $259K.
William Blair & Company first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and held it in 7 quarters.
William Blair & Company's Waddell & Reed Financial, Inc. position peaked at $880K in Q3 2013.
245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on William Blair & Company's 13F filing for Q4 2018, filed 14 Feb 2019.