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
2020 Q2	–	Sell	-13,000	Closed	-$152K	–	5523
2020 Q1	$152K	Sell	13,000 -10,200	-44%	-$152K	﹤0.01%	3821
2019 Q4	$389K	Buy	23,200 +12,500	+117%	+$204K	﹤0.01%	3311
2019 Q3	$187K	Buy	+10,700	New	+$179K	﹤0.01%	3628
2018 Q3	–	Sell	-12,800	Closed	-$259K	–	6251
2018 Q2	$259K	Hold	12,800	–	–	﹤0.01%	3996
2018 Q1	$259K	Buy	12,800 +700	+6%	+$14.8K	﹤0.01%	3996
2017 Q4	$270K	Buy	+12,100	New	+$246K	﹤0.01%	3775
2017 Q2	–	Sell	-19,600	Closed	-$333K	–	5224
2017 Q1	$333K	Sell	19,600 -2,200	-10%	-$40.3K	﹤0.01%	2900
2016 Q4	$425K	Buy	21,800 +2,500	+13%	+$46.5K	﹤0.01%	2829
2016 Q3	$340K	Sell	19,300 -2,500	-11%	-$45.5K	﹤0.01%	3055
2016 Q2	$367K	Buy	+21,800	New	+$445K	﹤0.01%	2577

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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.