WEC
WDR

Winslow Evans & Crocker’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-26
Closed -$2K – 1398
2019
Q1 		$2K Buy
+26
New +$458 ﹤0.01% 1309
2014
Q1 		– Sell
-3
Closed – – 1419
2013
Q4 		$0 Buy
+3
New +$184 ﹤0.01% 1410

Other funds holding WDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Winslow Evans & Crocker's WDR Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2019, closing a stake of 26 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in WDR in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 231 funds tracked by Wall St. Rank hold WDR as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 26 Waddell & Reed Financial, Inc. shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Waddell & Reed Financial, Inc. in Q4 2013 and held it in 2 quarters.
  • Winslow Evans & Crocker's Waddell & Reed Financial, Inc. position peaked at $2K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.