Wolverine Trading
WDR

Wolverine Trading’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Wolverine Trading’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
2017
Q2 		– Sell
-13,866
Closed -$243K – 5223
2017
Q1 		$236K Sell
13,866
-6,527
-32% -$120K ﹤0.01% 3321
2016
Q4 		$398K Buy
+20,393
New +$379K ﹤0.01% 2895

Other funds holding WDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wolverine Trading's WDR Position: Q2 2017 in Review

Wolverine Trading sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2017, closing a stake of 13,866 shares — an estimated $243K sold.

Wolverine Trading first reported a position in WDR in Q4 2016 and held it in 2 quarters. The position peaked at $398K in Q4 2016. 218 funds tracked by Wall St. Rank hold WDR as of Q2 2017.

  • Wolverine Trading reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Wolverine Trading sold 13,866 Waddell & Reed Financial, Inc. shares in Q2 2017, an estimated $243K.
  • Wolverine Trading first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 2 quarters.
  • Wolverine Trading's Waddell & Reed Financial, Inc. position peaked at $398K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2017.

Based on Wolverine Trading's 13F filing for Q2 2017, filed 14 Aug 2017.