WCM
WDR

Winton Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Winton Capital Management’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
2014
Q1 		$3.26M Buy
44,304
+4,406
+11% +$303K 0.02% 409
2013
Q4 		$2.6M Buy
39,898
+3,951
+11% +$242K 0.02% 427
2013
Q3 		$1.85M Buy
35,947
+2,277
+7% +$113K 0.02% 434
2013
Q2 		$1.47M Buy
+33,670
New +$1.48M 0.02% 440

Other funds holding WDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Winton Capital Management's WDR Position: Q1 2014 in Review

Winton Capital Management increased its Waddell & Reed Financial, Inc. (WDR) stake by 11% in Q1 2014, buying an estimated $303K and bringing the position to 44,304 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #409.

Winton Capital Management first reported a position in WDR in Q2 2013 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold WDR as of Q1 2014.

  • Winton Capital Management held 44,304 shares of Waddell & Reed Financial, Inc. worth $3.26M as of Q1 2014.
  • Winton Capital Management bought 4,406 Waddell & Reed Financial, Inc. shares in Q1 2014, an estimated $303K.
  • Waddell & Reed Financial, Inc. made up 0.02% of Winton Capital Management's portfolio in Q1 2014, its #409 holding.
  • Winton Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q2 2013 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.