World Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,851
| Closed | -$339K | – | 1323 |
|
|
2015
Q1 | $339K | Sell |
6,851
-62
| -0.9% | -$3.07K | 0.01% | 1014 |
|
|
2014
Q4 | $344K | Sell |
6,913
-1,161
| -14% | -$57.8K | 0.01% | 1007 |
|
|
2014
Q3 | $417K | Sell |
8,074
-177
| -2% | -$9.14K | 0.01% | 959 |
|
|
2014
Q2 | $516K | Sell |
8,251
-79
| -0.9% | -$4.94K | 0.02% | 905 |
|
|
2014
Q1 | $613K | Sell |
8,330
-89
| -1% | -$6.55K | 0.02% | 827 |
|
|
2013
Q4 | $548K | Sell |
8,419
-1,416
| -14% | -$92.2K | 0.02% | 893 |
|
|
2013
Q3 | $506K | Sell |
9,835
-1,436
| -13% | -$73.9K | 0.01% | 1018 |
|
|
2013
Q2 | $490K | Buy |
+11,271
| New | +$490K | 0.01% | 1061 |
|