Wright Investors Service’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,626
| Closed | -$230K | – | 225 |
|
|
2014
Q4 | $230K | Sell |
4,626
-3,604
| -44% | -$179K | 0.11% | 198 |
|
|
2014
Q3 | $425K | Sell |
8,230
-690
| -8% | -$35.6K | 0.21% | 136 |
|
|
2014
Q2 | $558K | Sell |
8,920
-10,840
| -55% | -$678K | 0.25% | 126 |
|
|
2014
Q1 | $1.46M | Buy |
19,760
+896
| +5% | +$66K | 0.65% | 41 |
|
|
2013
Q4 | $1.23M | Sell |
18,864
-5,395
| -22% | -$351K | 0.54% | 47 |
|
|
2013
Q3 | $1.25M | Sell |
24,259
-1,288
| -5% | -$66.3K | 0.57% | 55 |
|
|
2013
Q2 | $1.11M | Buy |
+25,547
| New | +$1.11M | 0.53% | 60 |
|